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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 | $16,859 | $76,519-78.0% | $56,025-69.9% | $145,897-88.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 19.63% | 3017.03%-2997.4pp | 1712.69%-1693.1pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,632 | $1,383+90.3% | $1,042+152.7% | $4,663-43.5% |
| Participant deferral / active EE | $2,237 | $2,624-14.7% | $1,955+14.5% | $6,689-66.6% |
| Admin fee / account holder | $156 | $3,331-95.3% | $2,828-94.5% | $13,390-98.8% |