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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 | $62,534 | $76,522-18.3% | $56,033+11.6% | $145,884-57.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 27.85% | 3014.28%-2986.4pp | 1711.38%-1683.5pp | 551.85%-524.0pp |
| Employer contribution / active EE | $340 | $1,382-75.4% | $1,041-67.4% | $4,662-92.7% |
| Participant deferral / active EE | $2,292 | $2,624-12.7% | $1,954+17.3% | $6,690-65.7% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |