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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 | $30,938 | $51,642-40.1% | $129,384-76.1% | $80,935-61.8% |
| Participation rate | 43.3% | 56.9%-13.6pp | 69.6%-26.3pp | 67.7%-24.3pp |
| Annual return | 74.86% | 20.78%+54.1pp | 9461.77%-9386.9pp | 35.66%+39.2pp |
| Employer contribution / active EE | $2,165 | $1,583+36.8% | $4,153-47.9% | $2,757-21.5% |
| Participant deferral / active EE | $4,190 | $2,670+56.9% | $4,166+0.6% | $4,299-2.6% |
| Admin fee / account holder | $182 | $4,312-95.8% | $7,686-97.6% | $6,924-97.4% |