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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 | $73,421-78.2% | $66,439-75.9% | $155,188-89.7% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 32.26% | 1382.37%-1350.1pp | 757.66%-725.4pp | 148.84%-116.6pp |
| Employer contribution / active EE | $1,004 | $3,039-67.0% | $2,637-61.9% | $4,248-76.4% |
| Participant deferral / active EE | $3,717 | $4,680-20.6% | $3,876-4.1% | $6,531-43.1% |
| Admin fee / account holder | $50 | $8,856-99.4% | $6,173-99.2% | $14,480-99.7% |