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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 | $10,218 | $54,370-81.2% | $82,763-87.7% | $68,490-85.1% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.4pp |
| Annual return | 2260.13% | -13.67%+2273.8pp | 702.45%+1557.7pp | -7.85%+2268.0pp |
| Employer contribution / active EE | $2,618 | $2,219+18.0% | $3,008-13.0% | $2,597+0.8% |
| Participant deferral / active EE | $3,744 | $3,247+15.3% | $4,395-14.8% | $4,028-7.1% |
| Admin fee / account holder | $100 | $4,398-97.7% | $5,325-98.1% | $5,403-98.2% |