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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 | $66,462 | $76,519-13.1% | $56,025+18.6% | $145,897-54.4% |
| Participation rate | 15.8% | 63.2%-47.4pp | 52.5%-36.7pp | 80.3%-64.5pp |
| Annual return | 15.11% | 3017.03%-3001.9pp | 1712.69%-1697.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $346 | $1,383-75.0% | $1,042-66.8% | $4,663-92.6% |
| Participant deferral / active EE | $1,419 | $2,624-45.9% | $1,955-27.4% | $6,689-78.8% |
| Admin fee / account holder | $3 | $3,331-99.9% | $2,828-99.9% | $13,390-100.0% |