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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 | $20,474 | $49,199-58.4% | $121,210-83.1% | $75,177-72.8% |
| Participation rate | 66.7% | 55.4%+11.2pp | 69.5%-2.9pp | 67.2%-0.5pp |
| Annual return | 21.30% | 56.04%-34.7pp | 987.41%-966.1pp | 160.75%-139.5pp |
| Employer contribution / active EE | $1,440 | $1,547-6.9% | $4,171-65.5% | $2,671-46.1% |
| Participant deferral / active EE | $3,322 | $2,630+26.3% | $4,084-18.6% | $4,126-19.5% |
| Admin fee / account holder | $243 | $3,946-93.8% | $5,647-95.7% | $5,651-95.7% |