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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 | $82,690 | $67,823+21.9% | $52,425+57.7% | $137,256-39.8% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 23.21% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $605 | $1,163-48.0% | $914-33.9% | $4,156-85.4% |
| Participant deferral / active EE | $2,756 | $2,288+20.4% | $1,790+53.9% | $6,407-57.0% |
| Admin fee / account holder | $263 | $2,844-90.8% | $2,495-89.5% | $12,270-97.9% |