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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 | $35,941 | $90,614-60.3% | $76,089-52.8% | $145,877-75.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 8.78% | 623.80%-615.0pp | 360.94%-352.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $682 | $3,324-79.5% | $2,690-74.6% | $4,663-85.4% |
| Participant deferral / active EE | $1,169 | $5,168-77.4% | $4,259-72.6% | $6,691-82.5% |
| Admin fee / account holder | $20 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |