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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 | $98,398 | $175,259-43.9% | $149,723-34.3% | $139,487-29.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.99% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $4,760 | $5,478-13.1% | $4,821-1.3% | $4,755+0.1% |
| Participant deferral / active EE | $13,953 | $6,522+113.9% | $5,682+145.5% | $6,713+107.9% |
| Admin fee / account holder | $207 | $16,158-98.7% | $13,215-98.4% | $11,407-98.2% |