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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 | $16,573 | $100,895-83.6% | $90,430-81.7% | $158,950-89.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 35.85% | 1725.54%-1689.7pp | 1293.73%-1257.9pp | 302.91%-267.1pp |
| Employer contribution / active EE | $760 | $3,689-79.4% | $3,262-76.7% | $4,762-84.0% |
| Participant deferral / active EE | $4,110 | $4,347-5.5% | $3,963+3.7% | $5,983-31.3% |
| Admin fee / account holder | $97 | $6,505-98.5% | $5,613-98.3% | $11,248-99.1% |