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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 | $56,749 | $100,938-43.8% | $90,461-37.3% | $158,982-64.3% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 26.65% | 1727.20%-1700.6pp | 1294.76%-1268.1pp | 302.99%-276.3pp |
| Employer contribution / active EE | $494 | $3,691-86.6% | $3,264-84.9% | $4,763-89.6% |
| Participant deferral / active EE | $1,602 | $4,350-63.2% | $3,964-59.6% | $5,983-73.2% |
| Admin fee / account holder | $120 | $6,510-98.2% | $5,617-97.9% | $11,252-98.9% |