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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 | $110,808 | $110,093+0.6% | $97,295+13.9% | $145,897-24.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.03% | 244.76%-234.7pp | 75.62%-65.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,119 | $3,077+98.8% | $2,723+124.7% | $4,663+31.2% |
| Participant deferral / active EE | $27,171 | $4,678+480.9% | $4,264+537.3% | $6,689+306.2% |
| Admin fee / account holder | $20 | $6,212-99.7% | $5,646-99.6% | $13,390-99.9% |