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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 | $10,335 | $96,388-89.3% | $80,627-87.2% | $139,466-92.6% |
| Participation rate | 69.6% | 73.6%-4.1pp | 67.0%+2.6pp | 80.3%-10.8pp |
| Annual return | 22.75% | 1352.08%-1329.3pp | 936.76%-914.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,625 | $5,224-68.9% | $4,443-63.4% | $6,712-75.8% |
| Admin fee / account holder | $162 | $6,603-97.5% | $5,381-97.0% | $11,409-98.6% |