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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 | $106,238 | $77,157+37.7% | $108,405-2.0% | $85,851+23.7% |
| Participation rate | 40.5% | 74.7%-34.2pp | 80.1%-39.7pp | 69.3%-28.8pp |
| Annual return | 22.16% | 44.55%-22.4pp | 905.55%-883.4pp | 318.63%-296.5pp |
| Employer contribution / active EE | $1,541 | $2,379-35.2% | $3,559-56.7% | $2,565-39.9% |
| Participant deferral / active EE | $3,328 | $5,567-40.2% | $6,563-49.3% | $3,952-15.8% |
| Admin fee / account holder | $70 | $5,174-98.7% | $7,297-99.0% | $6,261-98.9% |