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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 | $23,596 | $76,608-69.2% | $56,077-57.9% | $145,877-83.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 14.51% | 3009.59%-2995.1pp | 1709.28%-1694.8pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,345 | $1,382+69.7% | $1,040+125.4% | $4,663-49.7% |
| Participant deferral / active EE | $4,431 | $2,624+68.8% | $1,954+126.7% | $6,691-33.8% |
| Admin fee / account holder | $123 | $3,325-96.3% | $2,825-95.6% | $13,402-99.1% |