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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 | $14,655 | $81,749-82.1% | $58,544-75.0% | $139,456-89.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 27.99% | 7425.45%-7397.5pp | 4249.56%-4221.6pp | 373.45%-345.5pp |
| Employer contribution / active EE | $539 | $1,398-61.5% | $1,053-48.9% | $4,753-88.7% |
| Participant deferral / active EE | $2,809 | $2,555+9.9% | $1,923+46.1% | $6,711-58.2% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |