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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 | $29,180 | $81,763-64.3% | $58,561-50.2% | $139,466-79.1% |
| Participation rate | 26.3% | 61.3%-35.0pp | 50.9%-24.6pp | 80.3%-54.0pp |
| Annual return | 28.45% | 7427.77%-7399.3pp | 4251.33%-4222.9pp | 373.66%-345.2pp |
| Employer contribution / active EE | $714 | $1,398-48.9% | $1,053-32.2% | $4,754-85.0% |
| Participant deferral / active EE | $1,912 | $2,555-25.2% | $1,923-0.6% | $6,712-71.5% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |