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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 | $49,410 | $88,815-44.4% | $81,882-39.7% | $145,897-66.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.26% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $567 | $3,086-81.6% | $2,916-80.6% | $4,663-87.8% |
| Participant deferral / active EE | $3,329 | $4,647-28.4% | $4,323-23.0% | $6,689-50.2% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.8% |