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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 | $31,515 | $102,696-69.3% | $86,235-63.5% | $139,487-77.4% |
| Participation rate | 61.9% | 74.5%-12.6pp | 69.0%-7.1pp | 80.3%-18.4pp |
| Annual return | 23.71% | 1925.91%-1902.2pp | 1170.03%-1146.3pp | 373.84%-350.1pp |
| Employer contribution / active EE | $1,858 | $3,034-38.8% | $2,381-22.0% | $4,755-60.9% |
| Participant deferral / active EE | $4,660 | $4,679-0.4% | $3,987+16.9% | $6,713-30.6% |
| Admin fee / account holder | $20 | $8,667-99.8% | $6,856-99.7% | $11,407-99.8% |