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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 | $140,582 | $106,008+32.6% | $92,240+52.4% | $147,586-4.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.42% | 50.05%-33.6pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,745 | $4,333-36.7% | $3,680-25.4% | $4,876-43.7% |
| Participant deferral / active EE | $5,028 | $4,478+12.3% | $3,897+29.0% | $5,439-7.5% |
| Admin fee / account holder | $65 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |