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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 | $53,087 | $67,823-21.7% | $52,425+1.3% | $137,256-61.3% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 26.57% | 219.11%-192.5pp | 302.12%-275.6pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,075 | $1,163-7.5% | $914+17.6% | $4,156-74.1% |
| Participant deferral / active EE | $3,103 | $2,288+35.6% | $1,790+73.3% | $6,407-51.6% |
| Admin fee / account holder | $43 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |