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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 | $88,815-47.1% | $81,882-42.6% | $145,897-67.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 11.69% | 1033.75%-1022.1pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $337 | $3,086-89.1% | $2,916-88.4% | $4,663-92.8% |
| Participant deferral / active EE | $2,955 | $4,647-36.4% | $4,323-31.7% | $6,689-55.8% |
| Admin fee / account holder | $264 | $8,434-96.9% | $7,360-96.4% | $13,390-98.0% |