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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 | $10,553 | $68,097-84.5% | $62,929-83.2% | $137,256-92.3% |
| Participation rate | 31.8% | 77.4%-45.6pp | 73.1%-41.3pp | 80.0%-48.1pp |
| Annual return | 14.32% | 1859.11%-1844.8pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $822 | $2,811-70.8% | $2,505-67.2% | $4,156-80.2% |
| Participant deferral / active EE | $1,587 | $4,553-65.1% | $3,888-59.2% | $6,407-75.2% |
| Admin fee / account holder | $96 | $6,521-98.5% | $5,065-98.1% | $12,270-99.2% |