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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 | $29,818 | $76,519-61.0% | $56,025-46.8% | $145,897-79.6% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 14.14% | 3017.03%-3002.9pp | 1712.69%-1698.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $560 | $1,383-59.5% | $1,042-46.2% | $4,663-88.0% |
| Participant deferral / active EE | $3,054 | $2,624+16.4% | $1,955+56.2% | $6,689-54.4% |
| Admin fee / account holder | $284 | $3,331-91.5% | $2,828-90.0% | $13,390-97.9% |