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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 | $76,785-72.3% | $56,441-62.3% | $145,959-85.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.50% | 3000.51%-2986.0pp | 1704.21%-1689.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,307 | $1,381-5.3% | $1,039+25.8% | $4,661-72.0% |
| Participant deferral / active EE | $2,431 | $2,624-7.3% | $1,953+24.5% | $6,689-63.7% |
| Admin fee / account holder | $180 | $3,334-94.6% | $2,829-93.6% | $13,398-98.7% |