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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 | $79,957 | $109,411-26.9% | $89,435-10.6% | $158,982-49.7% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 19.27% | 345.68%-326.4pp | 245.55%-226.3pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,307 | $3,173-58.8% | $2,587-49.5% | $4,763-72.6% |
| Participant deferral / active EE | $9,818 | $4,600+113.4% | $3,890+152.4% | $5,983+64.1% |
| Admin fee / account holder | $53 | $6,159-99.1% | $4,884-98.9% | $11,252-99.5% |