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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 | $18,957 | $102,663-81.5% | $86,216-78.0% | $139,466-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.82% | 1924.52%-1909.7pp | 1169.42%-1154.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $630 | $3,035-79.3% | $2,382-73.6% | $4,754-86.8% |
| Participant deferral / active EE | $2,699 | $4,677-42.3% | $3,986-32.3% | $6,712-59.8% |
| Admin fee / account holder | $118 | $8,663-98.6% | $6,853-98.3% | $11,409-99.0% |