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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 | $76,522-77.0% | $56,033-68.7% | $145,884-88.0% |
| Participation rate | 61.5% | 63.2%-1.7pp | 52.5%+9.0pp | 80.3%-18.8pp |
| Annual return | 14.43% | 3014.28%-2999.8pp | 1711.38%-1696.9pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,046 | $1,382-24.4% | $1,041+0.5% | $4,662-77.6% |
| Participant deferral / active EE | $2,232 | $2,624-14.9% | $1,954+14.2% | $6,690-66.6% |
| Admin fee / account holder | $175 | $3,328-94.8% | $2,827-93.8% | $13,392-98.7% |