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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 | $59,001 | $156,963-62.4% | $121,204-51.3% | $139,466-57.7% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 10.33% | 1476.75%-1466.4pp | 987.18%-976.8pp | 373.66%-363.3pp |
| Employer contribution / active EE | $970 | $5,544-82.5% | $4,170-76.7% | $4,754-79.6% |
| Participant deferral / active EE | $1,085 | $4,848-77.6% | $4,083-73.4% | $6,712-83.8% |
| Admin fee / account holder | $25 | $6,953-99.6% | $5,651-99.6% | $11,409-99.8% |