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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 | $26,655 | $69,118-61.4% | $53,647-50.3% | $138,895-80.8% |
| Participation rate | 64.3% | 64.0%+0.3pp | 56.3%+8.0pp | 79.9%-15.6pp |
| Annual return | 19.87% | 248.26%-228.4pp | 358.33%-338.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,211 | $1,189+1.8% | $962+25.8% | $4,194-71.1% |
| Participant deferral / active EE | $4,310 | $2,274+89.5% | $1,813+137.7% | $6,396-32.6% |
| Admin fee / account holder | $248 | $2,724-90.9% | $2,460-89.9% | $12,562-98.0% |