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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 | $105,229 | $106,008-0.7% | $92,240+14.1% | $147,586-28.7% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 15.01% | 50.05%-35.0pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,028 | $4,333-76.3% | $3,680-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $4,101 | $4,478-8.4% | $3,897+5.2% | $5,439-24.6% |
| Admin fee / account holder | $121 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |