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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 | $88,710-63.7% | $81,783-60.6% | $145,959-77.9% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 14.17% | 1027.26%-1013.1pp | 775.05%-760.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $505 | $3,083-83.6% | $2,913-82.7% | $4,661-89.2% |
| Participant deferral / active EE | $1,065 | $4,645-77.1% | $4,320-75.3% | $6,689-84.1% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |