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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 | $13,537 | $81,749-83.4% | $58,544-76.9% | $139,456-90.3% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 22.03% | 7425.45%-7403.4pp | 4249.56%-4227.5pp | 373.45%-351.4pp |
| Employer contribution / active EE | $789 | $1,398-43.6% | $1,053-25.1% | $4,753-83.4% |
| Participant deferral / active EE | $1,374 | $2,555-46.2% | $1,923-28.5% | $6,711-79.5% |
| Admin fee / account holder | $63 | $3,272-98.1% | $2,520-97.5% | $11,407-99.4% |