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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 | $76,522-72.2% | $56,033-62.1% | $145,884-85.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.50% | 3014.28%-2999.8pp | 1711.38%-1696.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,307 | $1,382-5.4% | $1,041+25.6% | $4,662-72.0% |
| Participant deferral / active EE | $2,431 | $2,624-7.4% | $1,954+24.4% | $6,690-63.7% |
| Admin fee / account holder | $180 | $3,328-94.6% | $2,827-93.6% | $13,392-98.7% |