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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 | $17,233 | $72,446-76.2% | $67,561-74.5% | $145,877-88.2% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 17.24% | 7211.98%-7194.7pp | 3525.44%-3508.2pp | 551.28%-534.0pp |
| Employer contribution / active EE | $934 | $3,072-69.6% | $2,735-65.8% | $4,663-80.0% |
| Participant deferral / active EE | $2,544 | $4,785-46.8% | $4,003-36.4% | $6,691-62.0% |
| Admin fee / account holder | $20 | $5,541-99.6% | $4,006-99.5% | $13,402-99.9% |