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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 | $26,627 | $76,519-65.2% | $56,025-52.5% | $145,897-81.7% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.1pp | 80.3%-34.9pp |
| Annual return | 14.10% | 3017.03%-3002.9pp | 1712.69%-1698.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $991 | $1,383-28.4% | $1,042-4.9% | $4,663-78.8% |
| Participant deferral / active EE | $1,870 | $2,624-28.7% | $1,955-4.3% | $6,689-72.0% |
| Admin fee / account holder | $154 | $3,331-95.4% | $2,828-94.5% | $13,390-98.8% |