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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 | $20,254 | $77,908-74.0% | $149,696-86.5% | $75,173-73.1% |
| Participation rate | 69.8% | 65.6%+4.2pp | 78.8%-9.0pp | 67.2%+2.6pp |
| Annual return | 8221.41% | 31.73%+8189.7pp | 134.46%+8087.0pp | 160.72%+8060.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,008 | $3,411+76.1% | $5,682+5.7% | $4,126+45.6% |
| Admin fee / account holder | $282 | $5,950-95.3% | $13,212-97.9% | $5,651-95.0% |