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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 | $66,136 | $76,634-13.7% | $56,054+18.0% | $145,978-54.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 12.91% | 3004.33%-2991.4pp | 1705.95%-1693.0pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,069 | $1,380-22.6% | $1,039+2.9% | $4,662-77.1% |
| Participant deferral / active EE | $8,519 | $2,622+224.8% | $1,952+336.3% | $6,690+27.3% |
| Admin fee / account holder | $87 | $3,321-97.4% | $2,822-96.9% | $13,400-99.4% |