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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 | $141,530 | $102,393+38.2% | $147,041-3.7% | $80,911+74.9% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.6%-16.1pp |
| Annual return | 17.18% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,422 | $3,715-61.7% | $4,935-71.2% | $2,756-48.4% |
| Participant deferral / active EE | $6,152 | $6,647-7.4% | $8,071-23.8% | $4,297+43.2% |
| Admin fee / account holder | $20 | $7,943-99.8% | $13,006-99.8% | $6,935-99.7% |