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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 | $23,532 | $52,353-55.1% | $120,225-80.4% | $82,448-71.5% |
| Participation rate | 64.0% | 58.3%+5.7pp | 69.6%-5.6pp | 68.1%-4.1pp |
| Annual return | 18.58% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $640 | $1,510-57.6% | $3,475-81.6% | $2,551-74.9% |
| Participant deferral / active EE | $2,957 | $2,627+12.6% | $3,999-26.0% | $4,139-28.6% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |