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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 | $149,152 | $107,353+38.9% | $92,903+60.5% | $152,885-2.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 21.65% | 145.62%-124.0pp | 109.43%-87.8pp | 345.39%-323.7pp |
| Employer contribution / active EE | $1,033 | $4,222-75.5% | $3,653-71.7% | $4,763-78.3% |
| Participant deferral / active EE | $3,825 | $4,848-21.1% | $4,238-9.7% | $5,851-34.6% |
| Admin fee / account holder | $20 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |