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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 | $88,702-83.1% | $81,780-81.6% | $145,978-89.7% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.4%-36.6pp | 80.3%-44.6pp |
| Annual return | 13.95% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $895 | $3,084-71.0% | $2,914-69.3% | $4,662-80.8% |
| Participant deferral / active EE | $926 | $4,645-80.1% | $4,321-78.6% | $6,690-86.2% |
| Admin fee / account holder | $19 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |