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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 | $12,126 | $88,702-86.3% | $81,780-85.2% | $145,978-91.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 17.54% | 1029.12%-1011.6pp | 776.27%-758.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,538 | $3,084-17.7% | $2,914-12.9% | $4,662-45.6% |
| Participant deferral / active EE | $4,203 | $4,645-9.5% | $4,321-2.7% | $6,690-37.2% |
| Admin fee / account holder | $174 | $8,414-97.9% | $7,384-97.6% | $13,400-98.7% |