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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 | $34,017 | $85,766-60.3% | $136,298-75.0% | $70,126-51.5% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 311.77% | 31.46%+280.3pp | 5156.27%-4844.5pp | 73.15%+238.6pp |
| Employer contribution / active EE | $2,607 | $2,966-12.1% | $4,696-44.5% | $2,343+11.3% |
| Participant deferral / active EE | $5,383 | $5,051+6.6% | $6,247-13.8% | $3,332+61.6% |
| Admin fee / account holder | $210 | $5,421-96.1% | $9,244-97.7% | $4,645-95.5% |