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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 | $76,522-13.6% | $56,033+18.0% | $145,884-54.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.8pp |
| Annual return | 12.91% | 3014.28%-3001.4pp | 1711.38%-1698.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,069 | $1,382-22.7% | $1,041+2.7% | $4,662-77.1% |
| Participant deferral / active EE | $8,519 | $2,624+224.7% | $1,954+336.0% | $6,690+27.3% |
| Admin fee / account holder | $87 | $3,328-97.4% | $2,827-96.9% | $13,392-99.4% |