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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 | $48,327-6.3% | $67,575-33.0% | $80,935-44.0% |
| Participation rate | 62.1% | 66.4%-4.3pp | 72.9%-10.8pp | 67.7%-5.5pp |
| Annual return | 30.37% | 18.31%+12.1pp | 3528.98%-3498.6pp | 35.66%-5.3pp |
| Employer contribution / active EE | $2,824 | $2,022+39.6% | $2,736+3.2% | $2,757+2.4% |
| Participant deferral / active EE | $5,518 | $2,927+88.5% | $4,003+37.8% | $4,299+28.3% |
| Admin fee / account holder | $187 | $3,692-94.9% | $3,993-95.3% | $6,924-97.3% |