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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 | $143,292 | $111,785+28.2% | $93,669+53.0% | $145,877-1.8% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 11.84% | 203.79%-191.9pp | 133.59%-121.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,421 | $3,096-54.1% | $2,424-41.4% | $4,663-69.5% |
| Participant deferral / active EE | $3,647 | $4,919-25.9% | $4,416-17.4% | $6,691-45.5% |
| Admin fee / account holder | $35 | $10,256-99.7% | $8,291-99.6% | $13,402-99.7% |