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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 | $9,943 | $81,749-87.8% | $58,544-83.0% | $139,456-92.9% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 28.06% | 7425.45%-7397.4pp | 4249.56%-4221.5pp | 373.45%-345.4pp |
| Employer contribution / active EE | $1,901 | $1,398+36.0% | $1,053+80.5% | $4,753-60.0% |
| Participant deferral / active EE | $1,049 | $2,555-59.0% | $1,923-45.5% | $6,711-84.4% |
| Admin fee / account holder | $31 | $3,272-99.0% | $2,520-98.8% | $11,407-99.7% |