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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 | $15,658 | $76,785-79.6% | $56,441-72.3% | $145,959-89.3% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.8pp |
| Annual return | 13.99% | 3000.51%-2986.5pp | 1704.21%-1690.2pp | 561.95%-548.0pp |
| Employer contribution / active EE | $815 | $1,381-41.0% | $1,039-21.6% | $4,661-82.5% |
| Participant deferral / active EE | $1,946 | $2,624-25.8% | $1,953-0.4% | $6,689-70.9% |
| Admin fee / account holder | $189 | $3,334-94.3% | $2,829-93.3% | $13,398-98.6% |