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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 | $61,512 | $67,823-9.3% | $52,425+17.3% | $137,256-55.2% |
| Participation rate | 38.9% | 63.9%-25.0pp | 55.6%-16.7pp | 80.0%-41.1pp |
| Annual return | 26.01% | 219.11%-193.1pp | 302.12%-276.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $725 | $1,163-37.7% | $914-20.7% | $4,156-82.6% |
| Participant deferral / active EE | $3,335 | $2,288+45.8% | $1,790+86.3% | $6,407-47.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |