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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 | $29,592 | $76,519-61.3% | $56,025-47.2% | $145,897-79.7% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 9.14% | 3017.03%-3007.9pp | 1712.69%-1703.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $420 | $1,383-69.6% | $1,042-59.7% | $4,663-91.0% |
| Participant deferral / active EE | $560 | $2,624-78.7% | $1,955-71.3% | $6,689-91.6% |
| Admin fee / account holder | $92 | $3,331-97.2% | $2,828-96.7% | $13,390-99.3% |