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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 | $35,803 | $99,011-63.8% | $86,582-58.6% | $147,586-75.7% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 15.37% | 1312.75%-1297.4pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,450 | $3,132-53.7% | $2,839-48.9% | $4,876-70.3% |
| Participant deferral / active EE | $1,907 | $3,972-52.0% | $3,609-47.2% | $5,439-64.9% |
| Admin fee / account holder | $25 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |