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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 | $29,217 | $81,763-64.3% | $58,561-50.1% | $139,466-79.1% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 31.13% | 7427.77%-7396.6pp | 4251.33%-4220.2pp | 373.66%-342.5pp |
| Employer contribution / active EE | $1,414 | $1,398+1.1% | $1,053+34.2% | $4,754-70.3% |
| Participant deferral / active EE | $2,592 | $2,555+1.5% | $1,923+34.8% | $6,712-61.4% |
| Admin fee / account holder | $158 | $3,273-95.2% | $2,520-93.7% | $11,409-98.6% |