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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 | $43,007 | $28,624+50.2% | $53,647-19.8% | $82,637-48.0% |
| Participation rate | 43.2% | 47.3%-4.0pp | 56.3%-13.0pp | 68.1%-24.8pp |
| Annual return | 24.79% | 664.98%-640.2pp | 358.33%-333.5pp | 53.51%-28.7pp |
| Employer contribution / active EE | $559 | $637-12.2% | $962-41.9% | $2,552-78.1% |
| Participant deferral / active EE | $1,545 | $1,196+29.2% | $1,813-14.8% | $4,126-62.5% |
| Admin fee / account holder | $105 | $2,022-94.8% | $2,460-95.7% | $7,339-98.6% |