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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 | $28,501 | $88,754-67.9% | $81,820-65.2% | $145,877-80.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 17.72% | 1031.77%-1014.0pp | 777.93%-760.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $980 | $3,085-68.2% | $2,915-66.4% | $4,663-79.0% |
| Participant deferral / active EE | $3,291 | $4,648-29.2% | $4,323-23.9% | $6,691-50.8% |
| Admin fee / account holder | $208 | $8,424-97.5% | $7,391-97.2% | $13,402-98.4% |