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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 | $76,522-55.1% | $56,033-38.7% | $145,884-76.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.57% | 3014.28%-2998.7pp | 1711.38%-1695.8pp | 551.85%-536.3pp |
| Employer contribution / active EE | $602 | $1,382-56.5% | $1,041-42.2% | $4,662-87.1% |
| Participant deferral / active EE | $1,490 | $2,624-43.2% | $1,954-23.7% | $6,690-77.7% |
| Admin fee / account holder | $3 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |