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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 | $11,195 | $76,522-85.4% | $56,033-80.0% | $145,884-92.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 27.68% | 3014.28%-2986.6pp | 1711.38%-1683.7pp | 551.85%-524.2pp |
| Employer contribution / active EE | $738 | $1,382-46.6% | $1,041-29.1% | $4,662-84.2% |
| Participant deferral / active EE | $2,194 | $2,624-16.4% | $1,954+12.3% | $6,690-67.2% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |