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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 | $76,634-80.4% | $56,054-73.2% | $145,978-89.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 14.99% | 3004.33%-2989.3pp | 1705.95%-1691.0pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,033 | $1,380-25.1% | $1,039-0.6% | $4,662-77.8% |
| Participant deferral / active EE | $1,642 | $2,622-37.4% | $1,952-15.9% | $6,690-75.5% |
| Admin fee / account holder | $147 | $3,321-95.6% | $2,822-94.8% | $13,400-98.9% |