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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 | $29,653 | $76,519-61.2% | $56,025-47.1% | $145,897-79.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 14.87% | 3017.03%-3002.2pp | 1712.69%-1697.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $505 | $1,383-63.5% | $1,042-51.5% | $4,663-89.2% |
| Participant deferral / active EE | $843 | $2,624-67.9% | $1,955-56.9% | $6,689-87.4% |
| Admin fee / account holder | $166 | $3,331-95.0% | $2,828-94.1% | $13,390-98.8% |