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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 | $111,781 | $63,346+76.5% | $92,240+21.2% | $70,126+59.4% |
| Participation rate | 27.3% | 68.7%-41.4pp | 76.5%-49.2pp | 69.5%-42.3pp |
| Annual return | 22.85% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,680-80.9% | $2,343-69.9% |
| Participant deferral / active EE | $1,440 | $2,854-49.5% | $3,897-63.1% | $3,332-56.8% |
| Admin fee / account holder | $56 | $3,841-98.5% | $5,194-98.9% | $4,645-98.8% |