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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 | $70,480 | $67,823+3.9% | $52,425+34.4% | $137,256-48.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 16.01% | 219.11%-203.1pp | 302.12%-286.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $492 | $1,163-57.7% | $914-46.1% | $4,156-88.2% |
| Participant deferral / active EE | $2,855 | $2,288+24.8% | $1,790+59.5% | $6,407-55.4% |
| Admin fee / account holder | $232 | $2,844-91.8% | $2,495-90.7% | $12,270-98.1% |