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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 | $39,510 | $76,519-48.4% | $56,025-29.5% | $145,897-72.9% |
| Participation rate | 26.1% | 63.2%-37.1pp | 52.5%-26.4pp | 80.3%-54.2pp |
| Annual return | 20.56% | 3017.03%-2996.5pp | 1712.69%-1692.1pp | 552.29%-531.7pp |
| Employer contribution / active EE | $633 | $1,383-54.3% | $1,042-39.3% | $4,663-86.4% |
| Participant deferral / active EE | $1,972 | $2,624-24.9% | $1,955+0.9% | $6,689-70.5% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |