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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 | $28,787 | $80,753-64.4% | $136,298-78.9% | $62,293-53.8% |
| Participation rate | 62.4% | 73.5%-11.2pp | 81.9%-19.5pp | 69.5%-7.1pp |
| Annual return | 94.18% | 35.83%+58.4pp | 5156.27%-5062.1pp | 28.90%+65.3pp |
| Employer contribution / active EE | $3,847 | $2,884+33.4% | $4,696-18.1% | $2,042+88.4% |
| Participant deferral / active EE | $4,100 | $5,164-20.6% | $6,247-34.4% | $3,169+29.4% |
| Admin fee / account holder | $184 | $525-64.9% | $9,244-98.0% | $479-61.6% |