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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 | $90,314 | $48,570+85.9% | $130,660-30.9% | $72,975+23.8% |
| Participation rate | 47.6% | 58.6%-11.0pp | 71.7%-24.1pp | 69.5%-21.9pp |
| Annual return | 19.41% | 38.63%-19.2pp | 1709.29%-1689.9pp | 81.01%-61.6pp |
| Employer contribution / active EE | $2,053 | $1,334+53.9% | $4,092-49.8% | $2,440-15.9% |
| Participant deferral / active EE | $2,915 | $2,384+22.3% | $3,603-19.1% | $3,608-19.2% |
| Admin fee / account holder | $158 | $3,549-95.5% | $5,463-97.1% | $5,124-96.9% |