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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 | $25,069 | $76,608-67.3% | $56,077-55.3% | $145,877-82.8% |
| Participation rate | 18.8% | 63.2%-44.5pp | 52.5%-33.7pp | 80.3%-61.6pp |
| Annual return | 17.03% | 3009.59%-2992.6pp | 1709.28%-1692.2pp | 551.28%-534.3pp |
| Employer contribution / active EE | $226 | $1,382-83.7% | $1,040-78.3% | $4,663-95.2% |
| Participant deferral / active EE | $1,501 | $2,624-42.8% | $1,954-23.2% | $6,691-77.6% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |