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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 | $3,495 | $69,118-94.9% | $53,647-93.5% | $138,895-97.5% |
| Participation rate | 69.2% | 64.0%+5.3pp | 56.3%+13.0pp | 79.9%-10.7pp |
| Annual return | 28.57% | 248.26%-219.7pp | 358.33%-329.8pp | 145.39%-116.8pp |
| Employer contribution / active EE | $1,092 | $1,189-8.2% | $962+13.5% | $4,194-74.0% |
| Participant deferral / active EE | $1,096 | $2,274-51.8% | $1,813-39.6% | $6,396-82.9% |
| Admin fee / account holder | $95 | $2,724-96.5% | $2,460-96.1% | $12,562-99.2% |