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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 | $37,299 | $88,754-58.0% | $81,820-54.4% | $145,877-74.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 14.72% | 1031.77%-1017.1pp | 777.93%-763.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $651 | $3,085-78.9% | $2,915-77.7% | $4,663-86.0% |
| Participant deferral / active EE | $814 | $4,648-82.5% | $4,323-81.2% | $6,691-87.8% |
| Admin fee / account holder | $203 | $8,424-97.6% | $7,391-97.3% | $13,402-98.5% |