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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 | $81,747 | $63,346+29.0% | $92,239-11.4% | $70,124+16.6% |
| Participation rate | 39.2% | 68.7%-29.5pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 20.07% | 530.19%-510.1pp | 176.29%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,827 | $2,471+54.9% | $3,680+4.0% | $2,342+63.4% |
| Participant deferral / active EE | $1,637 | $2,854-42.6% | $3,897-58.0% | $3,332-50.9% |
| Admin fee / account holder | $214 | $3,841-94.4% | $5,194-95.9% | $4,645-95.4% |