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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 | $56,835 | $105,210-46.0% | $159,487-64.4% | $85,851-33.8% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.8%-17.2pp | 69.3%-3.7pp |
| Annual return | 19.43% | 45.08%-25.7pp | 263.71%-244.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $2,903 | $3,319-12.5% | $4,831-39.9% | $2,565+13.2% |
| Participant deferral / active EE | $4,061 | $5,946-31.7% | $7,354-44.8% | $3,952+2.8% |
| Admin fee / account holder | $158 | $6,934-97.7% | $10,804-98.5% | $6,261-97.5% |