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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 | $35,491 | $34,316+3.4% | $74,722-52.5% | $72,975-51.4% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 24.54% | 26.58%-2.0pp | 753.11%-728.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,076 | $692+55.5% | $1,084-0.8% | $2,440-55.9% |
| Participant deferral / active EE | $3,570 | $1,272+180.7% | $1,963+81.8% | $3,608-1.1% |
| Admin fee / account holder | $38 | $2,125-98.2% | $3,335-98.9% | $5,124-99.3% |