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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 | $73,986 | $180,749-59.1% | $160,784-54.0% | $137,256-46.1% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 14.66% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,008 | $4,155-75.7% | $3,733-73.0% | $4,156-75.8% |
| Participant deferral / active EE | $1,752 | $6,844-74.4% | $6,293-72.2% | $6,407-72.7% |
| Admin fee / account holder | $289 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |