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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 | $21,057 | $76,519-72.5% | $56,025-62.4% | $145,897-85.6% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 14.01% | 3017.03%-3003.0pp | 1712.69%-1698.7pp | 552.29%-538.3pp |
| Employer contribution / active EE | $300 | $1,383-78.3% | $1,042-71.2% | $4,663-93.6% |
| Participant deferral / active EE | $1,050 | $2,624-60.0% | $1,955-46.3% | $6,689-84.3% |
| Admin fee / account holder | $192 | $3,331-94.2% | $2,828-93.2% | $13,390-98.6% |