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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 | $36,707 | $102,595-64.2% | $94,057-61.0% | $154,746-76.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 17.58% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,400 | $3,147-55.5% | $2,933-52.3% | $4,379-68.0% |
| Participant deferral / active EE | $1,400 | $5,118-72.6% | $4,709-70.3% | $6,730-79.2% |
| Admin fee / account holder | $280 | $7,736-96.4% | $7,244-96.1% | $14,365-98.1% |