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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 | $7,758 | $81,749-90.5% | $58,544-86.7% | $139,456-94.4% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 16.83% | 7425.45%-7408.6pp | 4249.56%-4232.7pp | 373.45%-356.6pp |
| Employer contribution / active EE | $844 | $1,398-39.6% | $1,053-19.8% | $4,753-82.2% |
| Participant deferral / active EE | $992 | $2,555-61.2% | $1,923-48.4% | $6,711-85.2% |
| Admin fee / account holder | $175 | $3,272-94.7% | $2,520-93.1% | $11,407-98.5% |