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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 | $76,608-65.2% | $56,077-52.5% | $145,877-81.7% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 14.10% | 3009.59%-2995.5pp | 1709.28%-1695.2pp | 551.28%-537.2pp |
| Employer contribution / active EE | $991 | $1,382-28.3% | $1,040-4.8% | $4,663-78.8% |
| Participant deferral / active EE | $1,870 | $2,624-28.7% | $1,954-4.3% | $6,691-72.1% |
| Admin fee / account holder | $154 | $3,325-95.4% | $2,825-94.5% | $13,402-98.8% |