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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 | $44,632 | $100,911-55.8% | $90,440-50.6% | $158,966-71.9% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 17.25% | 1726.62%-1709.4pp | 1294.38%-1277.1pp | 302.95%-285.7pp |
| Employer contribution / active EE | $354 | $3,690-90.4% | $3,263-89.1% | $4,762-92.6% |
| Participant deferral / active EE | $1,986 | $4,348-54.3% | $3,964-49.9% | $5,983-66.8% |
| Admin fee / account holder | $21 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |