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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 | $14,074 | $67,823-79.2% | $52,425-73.2% | $137,256-89.7% |
| Participation rate | 60.9% | 63.9%-3.0pp | 55.6%+5.2pp | 80.0%-19.1pp |
| Annual return | 38.38% | 219.11%-180.7pp | 302.12%-263.7pp | 220.34%-182.0pp |
| Employer contribution / active EE | $713 | $1,163-38.7% | $914-22.1% | $4,156-82.9% |
| Participant deferral / active EE | $2,592 | $2,288+13.3% | $1,790+44.8% | $6,407-59.5% |
| Admin fee / account holder | $208 | $2,844-92.7% | $2,495-91.7% | $12,270-98.3% |