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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 | $70,165 | $81,668-14.1% | $58,507+19.9% | $139,487-49.7% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 22.72% | 7430.07%-7407.4pp | 4252.32%-4229.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $298 | $1,398-78.7% | $1,053-71.7% | $4,755-93.7% |
| Participant deferral / active EE | $1,299 | $2,554-49.1% | $1,922-32.4% | $6,713-80.7% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |