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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 | $42,470 | $27,924+52.1% | $58,544-27.5% | $75,181-43.5% |
| Participation rate | 55.2% | 38.8%+16.3pp | 50.9%+4.3pp | 67.2%-12.0pp |
| Annual return | 15.34% | 44.20%-28.9pp | 4249.56%-4234.2pp | 160.69%-145.3pp |
| Employer contribution / active EE | $838 | $669+25.3% | $1,053-20.4% | $2,671-68.6% |
| Participant deferral / active EE | $1,472 | $1,202+22.5% | $1,923-23.4% | $4,126-64.3% |
| Admin fee / account holder | $28 | $1,726-98.4% | $2,520-98.9% | $5,650-99.5% |