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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 | $35,490 | $99,017-64.2% | $86,587-59.0% | $147,585-76.0% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 15.09% | 1312.37%-1297.3pp | 964.86%-949.8pp | 578.56%-563.5pp |
| Employer contribution / active EE | $1,770 | $3,132-43.5% | $2,839-37.7% | $4,876-63.7% |
| Participant deferral / active EE | $4,286 | $3,972+7.9% | $3,609+18.8% | $5,439-21.2% |
| Admin fee / account holder | $3 | $5,710-100.0% | $4,906-99.9% | $10,885-100.0% |