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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 | $10,553 | $76,368-86.2% | $67,681-84.4% | $154,746-93.2% |
| Participation rate | 31.8% | 79.0%-47.1pp | 73.7%-41.9pp | 80.7%-48.9pp |
| Annual return | 14.32% | 1066.77%-1052.5pp | 590.58%-576.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $822 | $3,151-73.9% | $2,678-69.3% | $4,379-81.2% |
| Participant deferral / active EE | $1,587 | $4,824-67.1% | $3,976-60.1% | $6,730-76.4% |
| Admin fee / account holder | $96 | $8,559-98.9% | $6,100-98.4% | $14,365-99.3% |