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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 | $55,725 | $81,763-31.8% | $58,561-4.8% | $139,466-60.0% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.8pp | 80.3%-69.2pp |
| Annual return | 15.24% | 7427.77%-7412.5pp | 4251.33%-4236.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $463 | $1,398-66.9% | $1,053-56.1% | $4,754-90.3% |
| Participant deferral / active EE | $578 | $2,555-77.4% | $1,923-70.0% | $6,712-91.4% |
| Admin fee / account holder | $256 | $3,273-92.2% | $2,520-89.8% | $11,409-97.8% |