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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 | $116,213 | $111,535+4.2% | $105,223+10.4% | $137,256-15.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.28% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,252 | $3,939-17.5% | $3,689-11.8% | $4,156-21.8% |
| Participant deferral / active EE | $7,819 | $5,500+42.2% | $5,072+54.2% | $6,407+22.0% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |