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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 | $39,304 | $58,391-32.7% | $76,657-48.7% | $72,975-46.1% |
| Participation rate | 24.1% | 67.4%-43.3pp | 72.1%-48.0pp | 69.5%-45.4pp |
| Annual return | 26.06% | 2306.65%-2280.6pp | 1166.74%-1140.7pp | 81.01%-55.0pp |
| Employer contribution / active EE | $864 | $1,787-51.7% | $2,303-62.5% | $2,440-64.6% |
| Participant deferral / active EE | $1,726 | $2,690-35.8% | $3,335-48.2% | $3,608-52.2% |
| Admin fee / account holder | $109 | $4,014-97.3% | $6,423-98.3% | $5,124-97.9% |