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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 | $21,255 | $76,519-72.2% | $56,025-62.1% | $145,897-85.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.50% | 3017.03%-3002.5pp | 1712.69%-1698.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,307 | $1,383-5.5% | $1,042+25.5% | $4,663-72.0% |
| Participant deferral / active EE | $2,431 | $2,624-7.4% | $1,955+24.4% | $6,689-63.7% |
| Admin fee / account holder | $180 | $3,331-94.6% | $2,828-93.6% | $13,390-98.7% |