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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 | $76,785-45.5% | $56,441-25.8% | $145,959-71.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.47% | 3000.51%-2984.0pp | 1704.21%-1687.7pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,754 | $1,381+27.0% | $1,039+68.8% | $4,661-62.4% |
| Participant deferral / active EE | $4,700 | $2,624+79.1% | $1,953+140.7% | $6,689-29.7% |
| Admin fee / account holder | $143 | $3,334-95.7% | $2,829-95.0% | $13,398-98.9% |