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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 | $91,242 | $160,070-43.0% | $147,117-38.0% | $145,897-37.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.07% | 98.69%-80.6pp | 420.54%-402.5pp | 552.29%-534.2pp |
| Employer contribution / active EE | $6,881 | $5,285+30.2% | $4,932+39.5% | $4,663+47.6% |
| Participant deferral / active EE | $7,368 | $8,419-12.5% | $8,065-8.6% | $6,689+10.2% |
| Admin fee / account holder | $204 | $15,035-98.6% | $12,993-98.4% | $13,390-98.5% |