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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 | $63,646 | $29,733+114.1% | $56,025+13.6% | $80,959-21.4% |
| Participation rate | 48.1% | 41.7%+6.4pp | 52.5%-4.4pp | 67.7%-19.5pp |
| Annual return | 12.21% | 35.28%-23.1pp | 1712.69%-1700.5pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,447 | $672+115.4% | $1,042+38.9% | $2,757-47.5% |
| Participant deferral / active EE | $4,161 | $1,229+238.5% | $1,955+112.9% | $4,300-3.2% |
| Admin fee / account holder | $281 | $2,434-88.4% | $2,828-90.1% | $6,925-95.9% |