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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 | $25,105 | $109,872-77.2% | $98,483-74.5% | $167,536-85.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 45.91% | 1959.31%-1913.4pp | 1494.38%-1448.5pp | 478.82%-432.9pp |
| Employer contribution / active EE | $1,268 | $3,225-60.7% | $2,961-57.2% | $4,839-73.8% |
| Participant deferral / active EE | $2,392 | $4,673-48.8% | $4,276-44.1% | $6,342-62.3% |
| Admin fee / account holder | $67 | $6,757-99.0% | $5,953-98.9% | $12,315-99.5% |