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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 | $14,953 | $111,535-86.6% | $105,223-85.8% | $137,256-89.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 33.68% | 237.85%-204.2pp | 180.65%-147.0pp | 220.34%-186.7pp |
| Employer contribution / active EE | $1,689 | $3,939-57.1% | $3,689-54.2% | $4,156-59.4% |
| Participant deferral / active EE | $3,891 | $5,500-29.3% | $5,072-23.3% | $6,407-39.3% |
| Admin fee / account holder | $14 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |