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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 | $14,995 | $76,785-80.5% | $56,441-73.4% | $145,959-89.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 14.99% | 3000.51%-2985.5pp | 1704.21%-1689.2pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,033 | $1,381-25.2% | $1,039-0.6% | $4,661-77.8% |
| Participant deferral / active EE | $1,642 | $2,624-37.4% | $1,953-15.9% | $6,689-75.5% |
| Admin fee / account holder | $147 | $3,334-95.6% | $2,829-94.8% | $13,398-98.9% |