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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 | $35,127 | $58,391-39.8% | $76,657-54.2% | $72,975-51.9% |
| Participation rate | 38.5% | 67.4%-28.9pp | 72.1%-33.6pp | 69.5%-31.0pp |
| Annual return | 18.99% | 2306.65%-2287.7pp | 1166.74%-1147.7pp | 81.01%-62.0pp |
| Employer contribution / active EE | $476 | $1,787-73.4% | $2,303-79.3% | $2,440-80.5% |
| Participant deferral / active EE | $1,315 | $2,690-51.1% | $3,335-60.6% | $3,608-63.6% |
| Admin fee / account holder | $39 | $4,014-99.0% | $6,423-99.4% | $5,124-99.2% |