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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 | $21,635 | $81,749-73.5% | $58,544-63.0% | $139,456-84.5% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 17.41% | 7425.45%-7408.0pp | 4249.56%-4232.1pp | 373.45%-356.0pp |
| Employer contribution / active EE | $645 | $1,398-53.9% | $1,053-38.8% | $4,753-86.4% |
| Participant deferral / active EE | $908 | $2,555-64.5% | $1,923-52.8% | $6,711-86.5% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |