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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 | $29,337 | $81,763-64.1% | $58,561-49.9% | $139,466-79.0% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 30.88% | 7427.77%-7396.9pp | 4251.33%-4220.4pp | 373.66%-342.8pp |
| Employer contribution / active EE | $2,011 | $1,398+43.9% | $1,053+90.9% | $4,754-57.7% |
| Participant deferral / active EE | $4,309 | $2,555+68.7% | $1,923+124.1% | $6,712-35.8% |
| Admin fee / account holder | $19 | $3,273-99.4% | $2,520-99.2% | $11,409-99.8% |