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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 | $93,903 | $124,346-24.5% | $111,308-15.6% | $167,536-44.0% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 15.41% | 37.45%-22.0pp | 54.67%-39.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,058 | $3,437-40.1% | $2,732-24.7% | $4,839-57.5% |
| Participant deferral / active EE | $6,030 | $5,182+16.4% | $4,487+34.4% | $6,342-4.9% |
| Admin fee / account holder | $51 | $10,621-99.5% | $7,965-99.4% | $12,315-99.6% |