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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 | $56,942 | $67,823-16.0% | $52,425+8.6% | $137,256-58.5% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | 12.78% | 219.11%-206.3pp | 302.12%-289.3pp | 220.34%-207.6pp |
| Employer contribution / active EE | $568 | $1,163-51.1% | $914-37.8% | $4,156-86.3% |
| Participant deferral / active EE | $2,169 | $2,288-5.2% | $1,790+21.1% | $6,407-66.1% |
| Admin fee / account holder | $45 | $2,844-98.4% | $2,495-98.2% | $12,270-99.6% |