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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 | $21,326 | $76,608-72.2% | $56,077-62.0% | $145,877-85.4% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 16.94% | 3009.59%-2992.6pp | 1709.28%-1692.3pp | 551.28%-534.3pp |
| Employer contribution / active EE | $934 | $1,382-32.4% | $1,040-10.2% | $4,663-80.0% |
| Participant deferral / active EE | $1,343 | $2,624-48.8% | $1,954-31.2% | $6,691-79.9% |
| Admin fee / account holder | $42 | $3,325-98.7% | $2,825-98.5% | $13,402-99.7% |