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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 | $45,583 | $27,943+63.1% | $58,507-22.1% | $75,177-39.4% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 85.03% | 44.22%+40.8pp | 4252.32%-4167.3pp | 160.75%-75.7pp |
| Employer contribution / active EE | $846 | $670+26.3% | $1,053-19.7% | $2,671-68.3% |
| Participant deferral / active EE | $2,461 | $1,202+104.8% | $1,922+28.0% | $4,126-40.4% |
| Admin fee / account holder | $205 | $1,727-88.1% | $2,486-91.7% | $5,651-96.4% |