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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 | $17,823 | $88,815-79.9% | $81,882-78.2% | $145,897-87.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.06% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,775 | $3,086-42.5% | $2,916-39.1% | $4,663-61.9% |
| Participant deferral / active EE | $3,061 | $4,647-34.1% | $4,323-29.2% | $6,689-54.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |