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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 | $15,501 | $81,749-81.0% | $58,544-73.5% | $139,456-88.9% |
| Participation rate | 31.8% | 61.3%-29.5pp | 50.9%-19.0pp | 80.3%-48.5pp |
| Annual return | 19.11% | 7425.45%-7406.3pp | 4249.56%-4230.5pp | 373.45%-354.3pp |
| Employer contribution / active EE | $688 | $1,398-50.8% | $1,053-34.7% | $4,753-85.5% |
| Participant deferral / active EE | $1,198 | $2,555-53.1% | $1,923-37.7% | $6,711-82.2% |
| Admin fee / account holder | $224 | $3,272-93.2% | $2,520-91.1% | $11,407-98.0% |