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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 | $33,273 | $72,465-54.1% | $67,575-50.8% | $145,884-77.2% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 10.34% | 7222.56%-7212.2pp | 3528.98%-3518.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $545 | $3,074-82.3% | $2,736-80.1% | $4,662-88.3% |
| Participant deferral / active EE | $1,934 | $4,786-59.6% | $4,003-51.7% | $6,690-71.1% |
| Admin fee / account holder | $266 | $5,515-95.2% | $3,993-93.3% | $13,392-98.0% |