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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 | $88,710-58.0% | $81,783-54.4% | $145,959-74.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 14.72% | 1027.26%-1012.5pp | 775.05%-760.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $651 | $3,083-78.9% | $2,913-77.6% | $4,661-86.0% |
| Participant deferral / active EE | $814 | $4,645-82.5% | $4,320-81.2% | $6,689-87.8% |
| Admin fee / account holder | $203 | $8,407-97.6% | $7,380-97.2% | $13,398-98.5% |