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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 | $17,505 | $81,668-78.6% | $58,507-70.1% | $139,487-87.5% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 32.36% | 7430.07%-7397.7pp | 4252.32%-4220.0pp | 373.84%-341.5pp |
| Employer contribution / active EE | $457 | $1,398-67.3% | $1,053-56.6% | $4,755-90.4% |
| Participant deferral / active EE | $1,200 | $2,554-53.0% | $1,922-37.6% | $6,713-82.1% |
| Admin fee / account holder | $20 | $3,212-99.4% | $2,486-99.2% | $11,407-99.8% |