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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 | $25,560 | $110,551-76.9% | $80,741-68.3% | $167,518-84.7% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 20.35% | 120.57%-100.2pp | 87.30%-67.0pp | 478.71%-458.4pp |
| Employer contribution / active EE | $1,217 | $1,543-21.1% | $1,160+4.9% | $4,838-74.8% |
| Participant deferral / active EE | $3,468 | $2,870+20.8% | $2,145+61.7% | $6,342-45.3% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |