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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 | $65,003 | $176,688-63.2% | $130,660-50.3% | $152,897-57.5% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.5%-68.2pp |
| Annual return | 24.79% | 2693.08%-2668.3pp | 1709.29%-1684.5pp | 345.43%-320.6pp |
| Employer contribution / active EE | $171 | $5,743-97.0% | $4,092-95.8% | $4,764-96.4% |
| Participant deferral / active EE | $1,321 | $4,362-69.7% | $3,603-63.3% | $5,851-77.4% |
| Admin fee / account holder | $120 | $7,131-98.3% | $5,463-97.8% | $11,599-99.0% |