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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 | $53,826 | $102,696-47.6% | $86,235-37.6% | $139,487-61.4% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 17.32% | 1925.91%-1908.6pp | 1170.03%-1152.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $2,563 | $3,034-15.5% | $2,381+7.6% | $4,755-46.1% |
| Participant deferral / active EE | $4,846 | $4,679+3.6% | $3,987+21.5% | $6,713-27.8% |
| Admin fee / account holder | $220 | $8,667-97.5% | $6,856-96.8% | $11,407-98.1% |