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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 | $60,556 | $76,519-20.9% | $56,025+8.1% | $145,897-58.5% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 17.40% | 3017.03%-2999.6pp | 1712.69%-1695.3pp | 552.29%-534.9pp |
| Employer contribution / active EE | $737 | $1,383-46.7% | $1,042-29.2% | $4,663-84.2% |
| Participant deferral / active EE | $3,952 | $2,624+50.6% | $1,955+102.2% | $6,689-40.9% |
| Admin fee / account holder | $164 | $3,331-95.1% | $2,828-94.2% | $13,390-98.8% |