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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 | $13,965 | $76,519-81.7% | $56,025-75.1% | $145,897-90.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 16.71% | 3017.03%-3000.3pp | 1712.69%-1696.0pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,055 | $1,383-23.7% | $1,042+1.3% | $4,663-77.4% |
| Participant deferral / active EE | $2,727 | $2,624+3.9% | $1,955+39.5% | $6,689-59.2% |
| Admin fee / account holder | $71 | $3,331-97.9% | $2,828-97.5% | $13,390-99.5% |