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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 | $22,028 | $81,763-73.1% | $58,561-62.4% | $139,466-84.2% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 12.90% | 7427.77%-7414.9pp | 4251.33%-4238.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $738 | $1,398-47.2% | $1,053-29.9% | $4,754-84.5% |
| Participant deferral / active EE | $1,763 | $2,555-31.0% | $1,923-8.3% | $6,712-73.7% |
| Admin fee / account holder | $147 | $3,273-95.5% | $2,520-94.2% | $11,409-98.7% |