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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 | $53,392 | $81,668-34.6% | $58,507-8.7% | $139,487-61.7% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 34.57% | 7430.07%-7395.5pp | 4252.32%-4217.7pp | 373.84%-339.3pp |
| Employer contribution / active EE | $656 | $1,398-53.0% | $1,053-37.7% | $4,755-86.2% |
| Participant deferral / active EE | $1,972 | $2,554-22.8% | $1,922+2.6% | $6,713-70.6% |
| Admin fee / account holder | $273 | $3,212-91.5% | $2,486-89.0% | $11,407-97.6% |