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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 | $48,024 | $81,763-41.3% | $58,561-18.0% | $139,466-65.6% |
| Participation rate | 30.4% | 61.3%-30.9pp | 50.9%-20.4pp | 80.3%-49.9pp |
| Annual return | 25.50% | 7427.77%-7402.3pp | 4251.33%-4225.8pp | 373.66%-348.2pp |
| Employer contribution / active EE | $300 | $1,398-78.5% | $1,053-71.5% | $4,754-93.7% |
| Participant deferral / active EE | $1,478 | $2,555-42.1% | $1,923-23.1% | $6,712-78.0% |
| Admin fee / account holder | $248 | $3,273-92.4% | $2,520-90.2% | $11,409-97.8% |