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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 | $40,909 | $81,763-50.0% | $58,561-30.1% | $139,466-70.7% |
| Participation rate | 13.0% | 61.3%-48.3pp | 50.9%-37.8pp | 80.3%-67.3pp |
| Annual return | 25.35% | 7427.77%-7402.4pp | 4251.33%-4226.0pp | 373.66%-348.3pp |
| Employer contribution / active EE | $252 | $1,398-82.0% | $1,053-76.1% | $4,754-94.7% |
| Participant deferral / active EE | $2,692 | $2,555+5.4% | $1,923+40.0% | $6,712-59.9% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |