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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 | $16,454 | $102,663-84.0% | $86,216-80.9% | $139,466-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.86% | 1924.52%-1909.7pp | 1169.42%-1154.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,449 | $3,035-52.3% | $2,382-39.2% | $4,754-69.5% |
| Participant deferral / active EE | $2,660 | $4,677-43.1% | $3,986-33.3% | $6,712-60.4% |
| Admin fee / account holder | $228 | $8,663-97.4% | $6,853-96.7% | $11,409-98.0% |