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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 | $35,942 | $81,668-56.0% | $58,507-38.6% | $139,487-74.2% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 28.46% | 7430.07%-7401.6pp | 4252.32%-4223.9pp | 373.84%-345.4pp |
| Employer contribution / active EE | $625 | $1,398-55.3% | $1,053-40.6% | $4,755-86.9% |
| Participant deferral / active EE | $1,912 | $2,554-25.1% | $1,922-0.6% | $6,713-71.5% |
| Admin fee / account holder | $135 | $3,212-95.8% | $2,486-94.6% | $11,407-98.8% |