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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 | $93,757 | $69,118+35.6% | $53,647+74.8% | $138,895-32.5% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 18.93% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $544 | $1,189-54.3% | $962-43.5% | $4,194-87.0% |
| Participant deferral / active EE | $5,659 | $2,274+148.9% | $1,813+212.1% | $6,396-11.5% |
| Admin fee / account holder | $11 | $2,724-99.6% | $2,460-99.5% | $12,562-99.9% |