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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 | $27,745 | $100,938-72.5% | $90,461-69.3% | $158,982-82.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.00% | 1727.20%-1717.2pp | 1294.76%-1284.8pp | 302.99%-293.0pp |
| Employer contribution / active EE | $980 | $3,691-73.5% | $3,264-70.0% | $4,763-79.4% |
| Participant deferral / active EE | $1,680 | $4,350-61.4% | $3,964-57.6% | $5,983-71.9% |
| Admin fee / account holder | $242 | $6,510-96.3% | $5,617-95.7% | $11,252-97.8% |