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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 | $22,126 | $88,778-75.1% | $81,844-73.0% | $145,884-84.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.16% | 1033.03%-1014.9pp | 778.87%-760.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,749 | $3,087-11.0% | $2,916-5.7% | $4,662-41.0% |
| Participant deferral / active EE | $2,970 | $4,648-36.1% | $4,323-31.3% | $6,690-55.6% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |