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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 | $32,640 | $96,388-66.1% | $80,627-59.5% | $139,466-76.6% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 19.48% | 1352.08%-1332.6pp | 936.76%-917.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $575 | $3,260-82.4% | $2,723-78.9% | $4,754-87.9% |
| Participant deferral / active EE | $6,039 | $5,224+15.6% | $4,443+35.9% | $6,712-10.0% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |