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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 | $35,946 | $100,895-64.4% | $90,430-60.3% | $158,950-77.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 22.64% | 1725.54%-1702.9pp | 1293.73%-1271.1pp | 302.91%-280.3pp |
| Employer contribution / active EE | $2,628 | $3,689-28.8% | $3,262-19.4% | $4,762-44.8% |
| Participant deferral / active EE | $3,037 | $4,347-30.1% | $3,963-23.4% | $5,983-49.2% |
| Admin fee / account holder | $18 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |