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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 | $11,365 | $81,763-86.1% | $58,561-80.6% | $139,466-91.9% |
| Participation rate | 18.2% | 61.3%-43.2pp | 50.9%-32.7pp | 80.3%-62.2pp |
| Annual return | 26.15% | 7427.77%-7401.6pp | 4251.33%-4225.2pp | 373.66%-347.5pp |
| Employer contribution / active EE | $320 | $1,398-77.1% | $1,053-69.7% | $4,754-93.3% |
| Participant deferral / active EE | $858 | $2,555-66.4% | $1,923-55.4% | $6,712-87.2% |
| Admin fee / account holder | $61 | $3,273-98.1% | $2,520-97.6% | $11,409-99.5% |