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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 | $45,521 | $72,426-37.1% | $67,560-32.6% | $145,897-68.8% |
| Participation rate | 30.8% | 76.9%-46.1pp | 72.9%-42.2pp | 80.3%-49.5pp |
| Annual return | 10.07% | 7226.78%-7216.7pp | 3533.50%-3523.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $456 | $3,074-85.2% | $2,737-83.4% | $4,663-90.2% |
| Participant deferral / active EE | $940 | $4,785-80.4% | $4,004-76.5% | $6,689-86.0% |
| Admin fee / account holder | $243 | $5,514-95.6% | $3,994-93.9% | $13,390-98.2% |