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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 | $85,043 | $81,763+4.0% | $58,561+45.2% | $139,466-39.0% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 20.08% | 7427.77%-7407.7pp | 4251.33%-4231.2pp | 373.66%-353.6pp |
| Employer contribution / active EE | $249 | $1,398-82.2% | $1,053-76.3% | $4,754-94.8% |
| Participant deferral / active EE | $2,282 | $2,555-10.7% | $1,923+18.7% | $6,712-66.0% |
| Admin fee / account holder | $190 | $3,273-94.2% | $2,520-92.5% | $11,409-98.3% |