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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 | $27,924+63.2% | $58,534-22.1% | $75,173-39.4% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 85.03% | 44.20%+40.8pp | 4248.32%-4163.3pp | 160.65%-75.6pp |
| Employer contribution / active EE | $846 | $669+26.4% | $1,054-19.7% | $2,670-68.3% |
| Participant deferral / active EE | $2,461 | $1,202+104.8% | $1,924+27.9% | $4,126-40.4% |
| Admin fee / account holder | $205 | $1,726-88.1% | $2,519-91.9% | $5,651-96.4% |