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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 | $46,855 | $81,727-42.7% | $58,534-20.0% | $139,427-66.4% |
| Participation rate | 19.0% | 61.3%-42.3pp | 50.9%-31.8pp | 80.3%-61.3pp |
| Annual return | 22.54% | 7422.38%-7399.8pp | 4248.32%-4225.8pp | 373.27%-350.7pp |
| Employer contribution / active EE | $820 | $1,399-41.4% | $1,054-22.1% | $4,752-82.7% |
| Participant deferral / active EE | $1,642 | $2,557-35.8% | $1,924-14.7% | $6,711-75.5% |
| Admin fee / account holder | $18 | $3,271-99.5% | $2,519-99.3% | $11,404-99.8% |