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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 | $15,997 | $76,368-79.1% | $67,681-76.4% | $154,746-89.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 32.26% | 1066.77%-1034.5pp | 590.58%-558.3pp | 172.34%-140.1pp |
| Employer contribution / active EE | $1,004 | $3,151-68.2% | $2,678-62.5% | $4,379-77.1% |
| Participant deferral / active EE | $3,717 | $4,824-22.9% | $3,976-6.5% | $6,730-44.8% |
| Admin fee / account holder | $50 | $8,559-99.4% | $6,100-99.2% | $14,365-99.7% |