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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 | $30,903 | $76,634-59.7% | $56,054-44.9% | $145,978-78.8% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 11.72% | 3004.33%-2992.6pp | 1705.95%-1694.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $643 | $1,380-53.4% | $1,039-38.1% | $4,662-86.2% |
| Participant deferral / active EE | $2,287 | $2,622-12.8% | $1,952+17.1% | $6,690-65.8% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |