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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 | $66,190 | $65,555+1.0% | $86,216-23.2% | $75,173-11.9% |
| Participation rate | 65.3% | 60.5%+4.8pp | 69.0%-3.7pp | 67.2%-1.9pp |
| Annual return | 27.58% | 46.07%-18.5pp | 1169.42%-1141.8pp | 160.72%-133.1pp |
| Employer contribution / active EE | $1,682 | $1,553+8.3% | $2,382-29.4% | $2,671-37.0% |
| Participant deferral / active EE | $5,430 | $3,023+79.6% | $3,986+36.2% | $4,126+31.6% |
| Admin fee / account holder | $62 | $5,469-98.9% | $6,853-99.1% | $5,651-98.9% |