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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 | $41,858 | $76,608-45.4% | $56,077-25.4% | $145,877-71.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.47% | 3009.59%-2993.1pp | 1709.28%-1692.8pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,754 | $1,382+26.9% | $1,040+68.6% | $4,663-62.4% |
| Participant deferral / active EE | $4,700 | $2,624+79.1% | $1,954+140.5% | $6,691-29.8% |
| Admin fee / account holder | $143 | $3,325-95.7% | $2,825-94.9% | $13,402-98.9% |