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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 | $27,934 | $29,319-4.7% | $52,425-46.7% | $82,448-66.1% |
| Participation rate | 64.9% | 46.9%+18.0pp | 55.6%+9.2pp | 68.1%-3.2pp |
| Annual return | 26.49% | 535.20%-508.7pp | 302.12%-275.6pp | 41.64%-15.1pp |
| Employer contribution / active EE | $3,274 | $586+458.3% | $914+258.1% | $2,551+28.3% |
| Participant deferral / active EE | $2,742 | $1,171+134.1% | $1,790+53.1% | $4,139-33.8% |
| Admin fee / account holder | $159 | $1,962-91.9% | $2,495-93.6% | $7,234-97.8% |