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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 | $32,185 | $88,815-63.8% | $81,882-60.7% | $145,897-77.9% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 14.17% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $505 | $3,086-83.6% | $2,916-82.7% | $4,663-89.2% |
| Participant deferral / active EE | $1,065 | $4,647-77.1% | $4,323-75.4% | $6,689-84.1% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |