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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 | $22,976 | $81,763-71.9% | $58,561-60.8% | $139,466-83.5% |
| Participation rate | 21.4% | 61.3%-39.9pp | 50.9%-29.4pp | 80.3%-58.9pp |
| Annual return | 33.23% | 7427.77%-7394.5pp | 4251.33%-4218.1pp | 373.66%-340.4pp |
| Employer contribution / active EE | $236 | $1,398-83.1% | $1,053-77.6% | $4,754-95.0% |
| Participant deferral / active EE | $3,199 | $2,555+25.2% | $1,923+66.3% | $6,712-52.3% |
| Admin fee / account holder | $1 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |