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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 | $76,634-61.7% | $56,054-47.6% | $145,978-79.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.92% | 3004.33%-2988.4pp | 1705.95%-1690.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,161 | $1,380+129.0% | $1,039+204.2% | $4,662-32.2% |
| Participant deferral / active EE | $3,165 | $2,622+20.7% | $1,952+62.1% | $6,690-52.7% |
| Admin fee / account holder | $29 | $3,321-99.1% | $2,822-99.0% | $13,400-99.8% |