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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 | $37,168 | $76,608-51.5% | $56,077-33.7% | $145,877-74.5% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 17.41% | 3009.59%-2992.2pp | 1709.28%-1691.9pp | 551.28%-533.9pp |
| Employer contribution / active EE | $975 | $1,382-29.4% | $1,040-6.3% | $4,663-79.1% |
| Participant deferral / active EE | $1,717 | $2,624-34.6% | $1,954-12.1% | $6,691-74.3% |
| Admin fee / account holder | $285 | $3,325-91.4% | $2,825-89.9% | $13,402-97.9% |