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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 | $28,189 | $88,778-68.2% | $81,844-65.6% | $145,884-80.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 14.84% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $918 | $3,087-70.3% | $2,916-68.5% | $4,662-80.3% |
| Participant deferral / active EE | $2,029 | $4,648-56.3% | $4,323-53.1% | $6,690-69.7% |
| Admin fee / account holder | $24 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |