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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 | $46,441 | $29,319+58.4% | $52,425-11.4% | $82,448-43.7% |
| Participation rate | 59.0% | 46.9%+12.1pp | 55.6%+3.4pp | 68.1%-9.1pp |
| Annual return | 18.15% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,145 | $586+95.2% | $914+25.2% | $2,551-55.1% |
| Participant deferral / active EE | $3,402 | $1,171+190.4% | $1,790+90.0% | $4,139-17.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |