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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 | $108,959 | $67,823+60.7% | $52,425+107.8% | $137,256-20.6% |
| Participation rate | 34.8% | 63.9%-29.1pp | 55.6%-20.8pp | 80.0%-45.2pp |
| Annual return | 18.42% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $420 | $1,163-63.9% | $914-54.0% | $4,156-89.9% |
| Participant deferral / active EE | $1,337 | $2,288-41.5% | $1,790-25.3% | $6,407-79.1% |
| Admin fee / account holder | $108 | $2,844-96.2% | $2,495-95.7% | $12,270-99.1% |