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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 | $63,022 | $81,668-22.8% | $58,507+7.7% | $139,487-54.8% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.3pp |
| Annual return | 15.70% | 7430.07%-7414.4pp | 4252.32%-4236.6pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,000 | $1,398-28.4% | $1,053-5.0% | $4,755-79.0% |
| Participant deferral / active EE | $3,565 | $2,554+39.6% | $1,922+85.5% | $6,713-46.9% |
| Admin fee / account holder | $20 | $3,212-99.4% | $2,486-99.2% | $11,407-99.8% |