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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 | $61,444 | $85,766-28.4% | $136,298-54.9% | $70,126-12.4% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.3pp | 69.5%-12.9pp |
| Annual return | 367.68% | 31.46%+336.2pp | 5156.27%-4788.6pp | 73.15%+294.5pp |
| Employer contribution / active EE | $2,149 | $2,966-27.5% | $4,696-54.2% | $2,343-8.3% |
| Participant deferral / active EE | $3,571 | $5,051-29.3% | $6,247-42.8% | $3,332+7.2% |
| Admin fee / account holder | $52 | $5,421-99.0% | $9,244-99.4% | $4,645-98.9% |