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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 | $43,099 | $70,587-38.9% | $124,694-65.4% | $85,851-49.8% |
| Participation rate | 65.7% | 64.4%+1.3pp | 74.6%-8.9pp | 69.3%-3.6pp |
| Annual return | 30.16% | 20688.83%-20658.7pp | 5144.82%-5114.7pp | 318.63%-288.5pp |
| Employer contribution / active EE | $1,085 | $1,913-43.3% | $3,325-67.4% | $2,565-57.7% |
| Participant deferral / active EE | $2,868 | $2,969-3.4% | $4,615-37.9% | $3,952-27.4% |
| Admin fee / account holder | $5 | $5,282-99.9% | $7,495-99.9% | $6,261-99.9% |