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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 | $76,086 | $88,754-14.3% | $81,820-7.0% | $145,877-47.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.03% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $792 | $3,085-74.3% | $2,915-72.8% | $4,663-83.0% |
| Participant deferral / active EE | $2,215 | $4,648-52.3% | $4,323-48.8% | $6,691-66.9% |
| Admin fee / account holder | $45 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |