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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 | $46,998 | $88,710-47.0% | $81,783-42.5% | $145,959-67.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 11.69% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $337 | $3,083-89.1% | $2,913-88.4% | $4,661-92.8% |
| Participant deferral / active EE | $2,955 | $4,645-36.4% | $4,320-31.6% | $6,689-55.8% |
| Admin fee / account holder | $264 | $8,407-96.9% | $7,380-96.4% | $13,398-98.0% |