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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 | $113,079 | $67,823+66.7% | $52,425+115.7% | $137,256-17.6% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 19.70% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,592 | $1,163+36.9% | $914+74.1% | $4,156-61.7% |
| Participant deferral / active EE | $10,900 | $2,288+376.4% | $1,790+508.8% | $6,407+70.1% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |