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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 | $30,716 | $76,785-60.0% | $56,441-45.6% | $145,959-79.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 18.44% | 3000.51%-2982.1pp | 1704.21%-1685.8pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,604 | $1,381+16.2% | $1,039+54.4% | $4,661-65.6% |
| Participant deferral / active EE | $3,611 | $2,624+37.6% | $1,953+84.9% | $6,689-46.0% |
| Admin fee / account holder | $83 | $3,334-97.5% | $2,829-97.1% | $13,398-99.4% |