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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 | $88,702-44.3% | $81,780-39.6% | $145,978-66.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.26% | 1029.12%-1014.9pp | 776.27%-762.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $567 | $3,084-81.6% | $2,914-80.5% | $4,662-87.8% |
| Participant deferral / active EE | $3,329 | $4,645-28.3% | $4,321-23.0% | $6,690-50.2% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.8% |