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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 | $15,715 | $81,749-80.8% | $58,544-73.2% | $139,456-88.7% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 11.03% | 7425.45%-7414.4pp | 4249.56%-4238.5pp | 373.45%-362.4pp |
| Employer contribution / active EE | $874 | $1,398-37.5% | $1,053-17.0% | $4,753-81.6% |
| Participant deferral / active EE | $2,487 | $2,555-2.6% | $1,923+29.4% | $6,711-62.9% |
| Admin fee / account holder | $206 | $3,272-93.7% | $2,520-91.8% | $11,407-98.2% |