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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 | $88,815-14.3% | $81,882-7.1% | $145,897-47.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.03% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.3pp |
| Employer contribution / active EE | $792 | $3,086-74.4% | $2,916-72.9% | $4,663-83.0% |
| Participant deferral / active EE | $2,215 | $4,647-52.3% | $4,323-48.8% | $6,689-66.9% |
| Admin fee / account holder | $45 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |