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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 | $46,376 | $76,608-39.5% | $56,077-17.3% | $145,877-68.2% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 17.93% | 3009.59%-2991.7pp | 1709.28%-1691.3pp | 551.28%-533.4pp |
| Employer contribution / active EE | $225 | $1,382-83.7% | $1,040-78.4% | $4,663-95.2% |
| Participant deferral / active EE | $2,601 | $2,624-0.9% | $1,954+33.1% | $6,691-61.1% |
| Admin fee / account holder | $230 | $3,325-93.1% | $2,825-91.9% | $13,402-98.3% |