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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 | $82,123 | $58,493+40.4% | $84,023-2.3% | $72,976+12.5% |
| Participation rate | 26.7% | 61.2%-34.6pp | 69.0%-42.4pp | 69.5%-42.8pp |
| Annual return | 109.81% | 28.93%+80.9pp | 71.32%+38.5pp | 81.02%+28.8pp |
| Employer contribution / active EE | $438 | $1,163-62.3% | $1,984-77.9% | $2,440-82.0% |
| Participant deferral / active EE | $1,206 | $2,394-49.6% | $3,239-62.8% | $3,608-66.6% |
| Admin fee / account holder | $234 | $4,569-94.9% | $6,102-96.2% | $5,124-95.4% |