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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 | $34,372 | $76,608-55.1% | $56,077-38.7% | $145,877-76.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.57% | 3009.59%-2994.0pp | 1709.28%-1693.7pp | 551.28%-535.7pp |
| Employer contribution / active EE | $602 | $1,382-56.5% | $1,040-42.2% | $4,663-87.1% |
| Participant deferral / active EE | $1,490 | $2,624-43.2% | $1,954-23.7% | $6,691-77.7% |
| Admin fee / account holder | $3 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |