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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 | $19,564 | $76,519-74.4% | $56,025-65.1% | $145,897-86.6% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 10.18% | 3017.03%-3006.8pp | 1712.69%-1702.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $725 | $1,383-47.6% | $1,042-30.4% | $4,663-84.4% |
| Participant deferral / active EE | $1,302 | $2,624-50.4% | $1,955-33.4% | $6,689-80.5% |
| Admin fee / account holder | $221 | $3,331-93.4% | $2,828-92.2% | $13,390-98.3% |