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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 | $22,363 | $100,938-77.8% | $90,461-75.3% | $158,982-85.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 24.75% | 1727.20%-1702.5pp | 1294.76%-1270.0pp | 302.99%-278.2pp |
| Employer contribution / active EE | $909 | $3,691-75.4% | $3,264-72.1% | $4,763-80.9% |
| Participant deferral / active EE | $2,214 | $4,350-49.1% | $3,964-44.2% | $5,983-63.0% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |