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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 | $76,608-63.2% | $56,077-49.7% | $145,877-80.7% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 13.84% | 3009.59%-2995.7pp | 1709.28%-1695.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,169 | $1,382-15.4% | $1,040+12.4% | $4,663-74.9% |
| Participant deferral / active EE | $3,196 | $2,624+21.8% | $1,954+63.6% | $6,691-52.2% |
| Admin fee / account holder | $277 | $3,325-91.7% | $2,825-90.2% | $13,402-97.9% |