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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 | $13,594 | $103,038-86.8% | $90,324-84.9% | $152,909-91.1% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.5%-23.4pp |
| Annual return | 4389.74% | 95.25%+4294.5pp | 78.15%+4311.6pp | 345.46%+4044.3pp |
| Employer contribution / active EE | $628 | $3,141-80.0% | $2,856-78.0% | $4,764-86.8% |
| Participant deferral / active EE | $1,677 | $4,282-60.8% | $3,885-56.8% | $5,851-71.3% |
| Admin fee / account holder | $54 | $6,177-99.1% | $5,356-99.0% | $11,601-99.5% |