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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 | $89,600 | $53,128+68.6% | $86,582+3.5% | $70,126+27.8% |
| Participation rate | 61.3% | 65.3%-4.0pp | 73.5%-12.3pp | 69.5%-8.2pp |
| Annual return | 15.44% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $3,589 | $2,068+73.5% | $2,839+26.4% | $2,343+53.2% |
| Participant deferral / active EE | $2,965 | $2,695+10.0% | $3,609-17.8% | $3,332-11.0% |
| Admin fee / account holder | $41 | $3,584-98.9% | $4,904-99.2% | $4,645-99.1% |