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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 | $88,702-14.2% | $81,780-7.0% | $145,978-47.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.03% | 1029.12%-1014.1pp | 776.27%-761.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $792 | $3,084-74.3% | $2,914-72.8% | $4,662-83.0% |
| Participant deferral / active EE | $2,215 | $4,645-52.3% | $4,321-48.7% | $6,690-66.9% |
| Admin fee / account holder | $45 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |