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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 | $52,238 | $29,319+78.2% | $52,425-0.4% | $82,448-36.6% |
| Participation rate | 66.7% | 46.9%+19.8pp | 55.6%+11.0pp | 68.1%-1.4pp |
| Annual return | 21.02% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,943 | $586+231.3% | $914+112.5% | $2,551-23.8% |
| Participant deferral / active EE | $5,104 | $1,171+335.7% | $1,790+185.1% | $4,139+23.3% |
| Admin fee / account holder | $9 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |