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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 | $15,012 | $88,815-83.1% | $81,882-81.7% | $145,897-89.7% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 13.95% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $895 | $3,086-71.0% | $2,916-69.3% | $4,663-80.8% |
| Participant deferral / active EE | $926 | $4,647-80.1% | $4,323-78.6% | $6,689-86.2% |
| Admin fee / account holder | $19 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |