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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 | $28,218 | $76,785-63.3% | $56,441-50.0% | $145,959-80.7% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 13.84% | 3000.51%-2986.7pp | 1704.21%-1690.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,169 | $1,381-15.3% | $1,039+12.5% | $4,661-74.9% |
| Participant deferral / active EE | $3,196 | $2,624+21.8% | $1,953+63.7% | $6,689-52.2% |
| Admin fee / account holder | $277 | $3,334-91.7% | $2,829-90.2% | $13,398-97.9% |