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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 | $36,582 | $81,668-55.2% | $58,507-37.5% | $139,487-73.8% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 15.33% | 7430.07%-7414.7pp | 4252.32%-4237.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,297 | $1,398-7.2% | $1,053+23.1% | $4,755-72.7% |
| Participant deferral / active EE | $9,075 | $2,554+255.4% | $1,922+372.1% | $6,713+35.2% |
| Admin fee / account holder | $11 | $3,212-99.6% | $2,486-99.5% | $11,407-99.9% |