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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 | $29,356 | $76,522-61.6% | $56,033-47.6% | $145,884-79.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.92% | 3014.28%-2998.4pp | 1711.38%-1695.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,161 | $1,382+128.6% | $1,041+203.6% | $4,662-32.2% |
| Participant deferral / active EE | $3,165 | $2,624+20.6% | $1,954+62.0% | $6,690-52.7% |
| Admin fee / account holder | $29 | $3,328-99.1% | $2,827-99.0% | $13,392-99.8% |