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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 | $109,910 | $102,638+7.1% | $81,982+34.1% | $158,982-30.9% |
| Participation rate | 41.7% | 75.5%-33.9pp | 69.3%-27.6pp | 82.0%-40.3pp |
| Annual return | 15.73% | 61.05%-45.3pp | 41.31%-25.6pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,200 | $3,241-63.0% | $2,498-52.0% | $4,763-74.8% |
| Participant deferral / active EE | $3,985 | $4,649-14.3% | $3,722+7.1% | $5,983-33.4% |
| Admin fee / account holder | $27 | $8,237-99.7% | $5,665-99.5% | $11,252-99.8% |