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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 | $20,286 | $106,280-80.9% | $96,538-79.0% | $139,487-85.5% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 1192.12% | 38.48%+1153.6pp | 35.74%+1156.4pp | 373.84%+818.3pp |
| Employer contribution / active EE | $1,198 | $4,107-70.8% | $3,740-68.0% | $4,755-74.8% |
| Participant deferral / active EE | $1,711 | $5,457-68.6% | $4,880-64.9% | $6,713-74.5% |
| Admin fee / account holder | $86 | $7,888-98.9% | $6,737-98.7% | $11,407-99.2% |