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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 | $33,379 | $81,749-59.2% | $58,544-43.0% | $139,456-76.1% |
| Participation rate | 26.7% | 61.3%-34.7pp | 50.9%-24.2pp | 80.3%-53.7pp |
| Annual return | 26.15% | 7425.45%-7399.3pp | 4249.56%-4223.4pp | 373.45%-347.3pp |
| Employer contribution / active EE | $702 | $1,398-49.8% | $1,053-33.4% | $4,753-85.2% |
| Participant deferral / active EE | $2,992 | $2,555+17.1% | $1,923+55.6% | $6,711-55.4% |
| Admin fee / account holder | $20 | $3,272-99.4% | $2,520-99.2% | $11,407-99.8% |