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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 | $17,566 | $76,519-77.0% | $56,025-68.6% | $145,897-88.0% |
| Participation rate | 61.5% | 63.2%-1.7pp | 52.5%+9.0pp | 80.3%-18.8pp |
| Annual return | 14.43% | 3017.03%-3002.6pp | 1712.69%-1698.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,046 | $1,383-24.4% | $1,042+0.4% | $4,663-77.6% |
| Participant deferral / active EE | $2,232 | $2,624-14.9% | $1,955+14.2% | $6,689-66.6% |
| Admin fee / account holder | $175 | $3,331-94.8% | $2,828-93.8% | $13,390-98.7% |