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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 | $25,226 | $100,938-75.0% | $90,461-72.1% | $158,982-84.1% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 25.09% | 1727.20%-1702.1pp | 1294.76%-1269.7pp | 302.99%-277.9pp |
| Employer contribution / active EE | $1,221 | $3,691-66.9% | $3,264-62.6% | $4,763-74.4% |
| Participant deferral / active EE | $3,489 | $4,350-19.8% | $3,964-12.0% | $5,983-41.7% |
| Admin fee / account holder | $104 | $6,510-98.4% | $5,617-98.1% | $11,252-99.1% |