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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 | $47,641 | $81,763-41.7% | $58,561-18.6% | $139,466-65.8% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 27.97% | 7427.77%-7399.8pp | 4251.33%-4223.4pp | 373.66%-345.7pp |
| Employer contribution / active EE | $547 | $1,398-60.9% | $1,053-48.1% | $4,754-88.5% |
| Participant deferral / active EE | $3,690 | $2,555+44.4% | $1,923+91.9% | $6,712-45.0% |
| Admin fee / account holder | $7 | $3,273-99.8% | $2,520-99.7% | $11,409-99.9% |