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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,889 | $88,702-87.7% | $81,780-86.7% | $145,978-92.5% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.4%-19.7pp | 80.3%-27.7pp |
| Annual return | 14.97% | 1029.12%-1014.1pp | 776.27%-761.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,206 | $3,084-60.9% | $2,914-58.6% | $4,662-74.1% |
| Participant deferral / active EE | $1,937 | $4,645-58.3% | $4,321-55.2% | $6,690-71.1% |
| Admin fee / account holder | $276 | $8,414-96.7% | $7,384-96.3% | $13,400-97.9% |