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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 | $64,876 | $96,419-32.7% | $80,648-19.6% | $139,487-53.5% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 17.90% | 1352.86%-1335.0pp | 937.21%-919.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $932 | $3,261-71.4% | $2,724-65.8% | $4,755-80.4% |
| Participant deferral / active EE | $1,522 | $5,225-70.9% | $4,443-65.7% | $6,713-77.3% |
| Admin fee / account holder | $109 | $6,605-98.3% | $5,382-98.0% | $11,407-99.0% |