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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 | $17,796 | $65,440-72.8% | $98,506-81.9% | $85,851-79.3% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.3%-3.9pp |
| Annual return | 24.37% | 21.75%+2.6pp | 1494.92%-1470.6pp | 318.63%-294.3pp |
| Employer contribution / active EE | $904 | $2,169-58.3% | $2,961-69.5% | $2,565-64.8% |
| Participant deferral / active EE | $2,978 | $3,168-6.0% | $4,277-30.4% | $3,952-24.7% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |