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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 | $81,332 | $79,449+2.4% | $189,575-57.1% | $85,847-5.3% |
| Participation rate | 43.6% | 66.0%-22.4pp | 78.4%-34.9pp | 69.3%-25.7pp |
| Annual return | 669.13% | 18.45%+650.7pp | 64.19%+604.9pp | 318.61%+350.5pp |
| Employer contribution / active EE | $1,093 | $2,081-47.5% | $4,412-75.2% | $2,565-57.4% |
| Participant deferral / active EE | $2,886 | $4,051-28.8% | $6,174-53.3% | $3,952-27.0% |
| Admin fee / account holder | $16 | $5,377-99.7% | $9,806-99.8% | $6,261-99.7% |