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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 | $76,608-72.5% | $56,077-62.4% | $145,877-85.6% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 14.01% | 3009.59%-2995.6pp | 1709.28%-1695.3pp | 551.28%-537.3pp |
| Employer contribution / active EE | $300 | $1,382-78.3% | $1,040-71.2% | $4,663-93.6% |
| Participant deferral / active EE | $1,050 | $2,624-60.0% | $1,954-46.3% | $6,691-84.3% |
| Admin fee / account holder | $192 | $3,325-94.2% | $2,825-93.2% | $13,402-98.6% |