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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 | $39,534 | $56,431-29.9% | $130,788-69.8% | $87,485-54.8% |
| Participation rate | 59.1% | 58.9%+0.1pp | 70.1%-11.0pp | 68.9%-9.8pp |
| Annual return | 17.22% | 91.27%-74.1pp | 386.44%-369.2pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,784 | $1,549+15.2% | $3,558-49.9% | $2,596-31.3% |
| Participant deferral / active EE | $3,809 | $2,749+38.5% | $4,137-7.9% | $4,274-10.9% |
| Admin fee / account holder | $201 | $4,433-95.5% | $6,673-97.0% | $7,775-97.4% |