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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 | $66,179 | $52,353+26.4% | $120,225-45.0% | $82,448-19.7% |
| Participation rate | 47.1% | 58.3%-11.3pp | 69.6%-22.5pp | 68.1%-21.0pp |
| Annual return | 17.70% | 61.85%-44.2pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,412 | $1,510-6.5% | $3,475-59.4% | $2,551-44.6% |
| Participant deferral / active EE | $3,808 | $2,627+45.0% | $3,999-4.8% | $4,139-8.0% |
| Admin fee / account holder | $110 | $4,363-97.5% | $5,696-98.1% | $7,234-98.5% |