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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 | $72,446-54.1% | $67,561-50.8% | $145,877-77.2% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 10.34% | 7211.98%-7201.6pp | 3525.44%-3515.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $545 | $3,072-82.2% | $2,735-80.1% | $4,663-88.3% |
| Participant deferral / active EE | $1,934 | $4,785-59.6% | $4,003-51.7% | $6,691-71.1% |
| Admin fee / account holder | $266 | $5,541-95.2% | $4,006-93.4% | $13,402-98.0% |