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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 | $17,123 | $49,891-65.7% | $80,607-78.8% | $75,181-77.2% |
| Participation rate | 44.1% | 55.3%-11.2pp | 67.0%-22.9pp | 67.2%-23.1pp |
| Annual return | 38.32% | 34.67%+3.7pp | 936.11%-897.8pp | 160.69%-122.4pp |
| Employer contribution / active EE | $1,890 | $1,698+11.3% | $2,724-30.6% | $2,671-29.2% |
| Participant deferral / active EE | $3,729 | $2,991+24.7% | $4,448-16.2% | $4,126-9.6% |
| Admin fee / account holder | $111 | $3,578-96.9% | $5,379-97.9% | $5,650-98.0% |