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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 | $81,668-42.6% | $58,507-19.9% | $139,487-66.4% |
| Participation rate | 19.0% | 61.3%-42.3pp | 50.9%-31.8pp | 80.3%-61.3pp |
| Annual return | 22.54% | 7430.07%-7407.5pp | 4252.32%-4229.8pp | 373.84%-351.3pp |
| Employer contribution / active EE | $820 | $1,398-41.3% | $1,053-22.1% | $4,755-82.7% |
| Participant deferral / active EE | $1,642 | $2,554-35.7% | $1,922-14.6% | $6,713-75.5% |
| Admin fee / account holder | $18 | $3,212-99.5% | $2,486-99.3% | $11,407-99.8% |