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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 | $40,445 | $156,970-74.2% | $121,210-66.6% | $139,487-71.0% |
| Participation rate | 26.7% | 76.5%-49.8pp | 69.5%-42.9pp | 80.3%-53.7pp |
| Annual return | 16.52% | 1477.10%-1460.6pp | 987.41%-970.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $981 | $5,546-82.3% | $4,171-76.5% | $4,755-79.4% |
| Participant deferral / active EE | $1,562 | $4,849-67.8% | $4,084-61.8% | $6,713-76.7% |
| Admin fee / account holder | $24 | $6,947-99.7% | $5,647-99.6% | $11,407-99.8% |