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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 | $30,802 | $88,815-65.3% | $81,882-62.4% | $145,897-78.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 10.82% | 1033.75%-1022.9pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $395 | $3,086-87.2% | $2,916-86.5% | $4,663-91.5% |
| Participant deferral / active EE | $986 | $4,647-78.8% | $4,323-77.2% | $6,689-85.3% |
| Admin fee / account holder | $160 | $8,434-98.1% | $7,360-97.8% | $13,390-98.8% |