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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 | $14,628 | $81,763-82.1% | $58,561-75.0% | $139,466-89.5% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.2pp |
| Annual return | 16.67% | 7427.77%-7411.1pp | 4251.33%-4234.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $484 | $1,398-65.4% | $1,053-54.1% | $4,754-89.8% |
| Participant deferral / active EE | $902 | $2,555-64.7% | $1,923-53.1% | $6,712-86.6% |
| Admin fee / account holder | $221 | $3,273-93.2% | $2,520-91.2% | $11,409-98.1% |