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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 | $34,726 | $88,702-60.9% | $81,780-57.5% | $145,978-76.2% |
| Participation rate | 7.7% | 75.0%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 26.54% | 1029.12%-1002.6pp | 776.27%-749.7pp | 550.52%-524.0pp |
| Employer contribution / active EE | $692 | $3,084-77.6% | $2,914-76.2% | $4,662-85.1% |
| Participant deferral / active EE | $1,269 | $4,645-72.7% | $4,321-70.6% | $6,690-81.0% |
| Admin fee / account holder | $241 | $8,414-97.1% | $7,384-96.7% | $13,400-98.2% |