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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 | $67,696 | $34,308+97.3% | $74,713-9.4% | $72,986-7.2% |
| Participation rate | 52.0% | 42.4%+9.6pp | 54.5%-2.5pp | 69.5%-17.5pp |
| Annual return | 24.06% | 26.58%-2.5pp | 752.99%-728.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,321 | $692+91.0% | $1,084+21.9% | $2,440-45.9% |
| Participant deferral / active EE | $2,126 | $1,271+67.2% | $1,964+8.2% | $3,607-41.1% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,334-100.0% | $5,124-100.0% |