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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 | $36,901 | $76,634-51.8% | $56,054-34.2% | $145,978-74.7% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.48% | 3004.33%-2988.9pp | 1705.95%-1690.5pp | 550.52%-535.0pp |
| Employer contribution / active EE | $650 | $1,380-52.9% | $1,039-37.4% | $4,662-86.0% |
| Participant deferral / active EE | $2,551 | $2,622-2.7% | $1,952+30.7% | $6,690-61.9% |
| Admin fee / account holder | $18 | $3,321-99.5% | $2,822-99.4% | $13,400-99.9% |