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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 | $26,072 | $100,895-74.2% | $90,430-71.2% | $158,950-83.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 29.68% | 1725.54%-1695.9pp | 1293.73%-1264.0pp | 302.91%-273.2pp |
| Employer contribution / active EE | $636 | $3,689-82.8% | $3,262-80.5% | $4,762-86.7% |
| Participant deferral / active EE | $2,997 | $4,347-31.1% | $3,963-24.4% | $5,983-49.9% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |