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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 | $29,736+114.0% | $56,033+13.6% | $80,935-21.4% |
| Participation rate | 48.1% | 41.7%+6.4pp | 52.5%-4.3pp | 67.7%-19.5pp |
| Annual return | 12.21% | 35.28%-23.1pp | 1711.38%-1699.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,447 | $671+115.5% | $1,041+39.0% | $2,757-47.5% |
| Participant deferral / active EE | $4,161 | $1,228+238.8% | $1,954+113.0% | $4,299-3.2% |
| Admin fee / account holder | $281 | $2,434-88.4% | $2,827-90.1% | $6,924-95.9% |