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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 | $41,431 | $76,519-45.9% | $56,025-26.0% | $145,897-71.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.24% | 3017.03%-3000.8pp | 1712.69%-1696.5pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,018 | $1,383+45.9% | $1,042+93.7% | $4,663-56.7% |
| Participant deferral / active EE | $3,480 | $2,624+32.6% | $1,955+78.0% | $6,689-48.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |