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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 | $76,634-61.1% | $56,054-46.8% | $145,978-79.6% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 14.14% | 3004.33%-2990.2pp | 1705.95%-1691.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $560 | $1,380-59.4% | $1,039-46.1% | $4,662-88.0% |
| Participant deferral / active EE | $3,054 | $2,622+16.4% | $1,952+56.4% | $6,690-54.4% |
| Admin fee / account holder | $284 | $3,321-91.4% | $2,822-89.9% | $13,400-97.9% |