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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 | $28,902 | $88,778-67.4% | $81,844-64.7% | $145,884-80.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.23% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $996 | $3,087-67.7% | $2,916-65.9% | $4,662-78.6% |
| Participant deferral / active EE | $2,259 | $4,648-51.4% | $4,323-47.8% | $6,690-66.2% |
| Admin fee / account holder | $215 | $8,430-97.4% | $7,355-97.1% | $13,392-98.4% |