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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 | $8,958 | $81,763-89.0% | $58,561-84.7% | $139,466-93.6% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 31.36% | 7427.77%-7396.4pp | 4251.33%-4220.0pp | 373.66%-342.3pp |
| Employer contribution / active EE | $644 | $1,398-53.9% | $1,053-38.9% | $4,754-86.5% |
| Participant deferral / active EE | $790 | $2,555-69.1% | $1,923-58.9% | $6,712-88.2% |
| Admin fee / account holder | $138 | $3,273-95.8% | $2,520-94.5% | $11,409-98.8% |