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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 | $33,859 | $76,522-55.8% | $56,033-39.6% | $145,884-76.8% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 14.01% | 3014.28%-3000.3pp | 1711.38%-1697.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $723 | $1,382-47.7% | $1,041-30.6% | $4,662-84.5% |
| Participant deferral / active EE | $2,595 | $2,624-1.1% | $1,954+32.8% | $6,690-61.2% |
| Admin fee / account holder | $20 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |