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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 | $5,434 | $81,763-93.4% | $58,561-90.7% | $139,466-96.1% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 31.81% | 7427.77%-7396.0pp | 4251.33%-4219.5pp | 373.66%-341.9pp |
| Employer contribution / active EE | $811 | $1,398-42.0% | $1,053-23.0% | $4,754-82.9% |
| Participant deferral / active EE | $1,521 | $2,555-40.5% | $1,923-20.9% | $6,712-77.3% |
| Admin fee / account holder | $25 | $3,273-99.2% | $2,520-99.0% | $11,409-99.8% |