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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 | $88,754-65.3% | $81,820-62.4% | $145,877-78.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.82% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $395 | $3,085-87.2% | $2,915-86.5% | $4,663-91.5% |
| Participant deferral / active EE | $986 | $4,648-78.8% | $4,323-77.2% | $6,691-85.3% |
| Admin fee / account holder | $160 | $8,424-98.1% | $7,391-97.8% | $13,402-98.8% |