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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 | $30,302 | $29,319+3.4% | $52,425-42.2% | $82,448-63.2% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 16.72% | 535.20%-518.5pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,210 | $586+106.3% | $914+32.4% | $2,551-52.6% |
| Participant deferral / active EE | $3,200 | $1,171+173.2% | $1,790+78.7% | $4,139-22.7% |
| Admin fee / account holder | $183 | $1,962-90.7% | $2,495-92.7% | $7,234-97.5% |