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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 | $16,291 | $29,319-44.4% | $52,425-68.9% | $82,448-80.2% |
| Participation rate | 61.5% | 46.9%+14.7pp | 55.6%+5.9pp | 68.1%-6.5pp |
| Annual return | 19.17% | 535.20%-516.0pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,891 | $586+563.4% | $914+325.6% | $2,551+52.5% |
| Participant deferral / active EE | $1,572 | $1,171+34.2% | $1,790-12.2% | $4,139-62.0% |
| Admin fee / account holder | $69 | $1,962-96.5% | $2,495-97.3% | $7,234-99.1% |