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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 | $76,519-63.1% | $56,025-49.6% | $145,897-80.7% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 13.84% | 3017.03%-3003.2pp | 1712.69%-1698.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,169 | $1,383-15.5% | $1,042+12.3% | $4,663-74.9% |
| Participant deferral / active EE | $3,196 | $2,624+21.8% | $1,955+63.5% | $6,689-52.2% |
| Admin fee / account holder | $277 | $3,331-91.7% | $2,828-90.2% | $13,390-97.9% |