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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 | $29,046 | $88,702-67.3% | $81,780-64.5% | $145,978-80.1% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.4%-41.9pp | 80.3%-49.9pp |
| Annual return | 13.23% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $521 | $3,084-83.1% | $2,914-82.1% | $4,662-88.8% |
| Participant deferral / active EE | $1,043 | $4,645-77.5% | $4,321-75.9% | $6,690-84.4% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |