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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 | $69,254 | $81,749-15.3% | $58,544+18.3% | $139,456-50.3% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.3pp |
| Annual return | 16.24% | 7425.45%-7409.2pp | 4249.56%-4233.3pp | 373.45%-357.2pp |
| Employer contribution / active EE | $278 | $1,398-80.1% | $1,053-73.6% | $4,753-94.1% |
| Participant deferral / active EE | $935 | $2,555-63.4% | $1,923-51.4% | $6,711-86.1% |
| Admin fee / account holder | $66 | $3,272-98.0% | $2,520-97.4% | $11,407-99.4% |