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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 | $91,889 | $72,071+27.5% | $68,368+34.4% | $137,256-33.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.93% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,606 | $2,788-42.4% | $2,649-39.4% | $4,156-61.4% |
| Participant deferral / active EE | $10,850 | $4,410+146.0% | $4,123+163.2% | $6,407+69.4% |
| Admin fee / account holder | $36 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |