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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 | $186,820 | $104,937+78.0% | $84,628+120.8% | $152,897+22.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 29.69% | 373.88%-344.2pp | 258.80%-229.1pp | 345.43%-315.7pp |
| Employer contribution / active EE | $2,581 | $3,303-21.9% | $2,653-2.7% | $4,764-45.8% |
| Participant deferral / active EE | $6,508 | $4,690+38.8% | $3,900+66.9% | $5,851+11.2% |
| Admin fee / account holder | $100 | $6,243-98.4% | $4,914-98.0% | $11,599-99.1% |