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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 | $18,138 | $180,749-90.0% | $160,784-88.7% | $137,256-86.8% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 25.84% | 2234.46%-2208.6pp | 1803.92%-1778.1pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,156 | $4,155-72.2% | $3,733-69.0% | $4,156-72.2% |
| Participant deferral / active EE | $1,907 | $6,844-72.1% | $6,293-69.7% | $6,407-70.2% |
| Admin fee / account holder | $121 | $10,397-98.8% | $9,717-98.8% | $12,270-99.0% |