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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 | $45,302 | $48,284-6.2% | $67,524-32.9% | $80,911-44.0% |
| Participation rate | 62.1% | 66.4%-4.3pp | 72.9%-10.8pp | 67.6%-5.5pp |
| Annual return | 30.37% | 18.27%+12.1pp | 3519.41%-3489.0pp | 35.63%-5.3pp |
| Employer contribution / active EE | $2,824 | $2,021+39.7% | $2,734+3.3% | $2,756+2.5% |
| Participant deferral / active EE | $5,518 | $2,927+88.5% | $4,001+37.9% | $4,297+28.4% |
| Admin fee / account holder | $187 | $3,688-94.9% | $4,001-95.3% | $6,935-97.3% |