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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 | $143,318 | $166,131-13.7% | $164,975-13.1% | $145,877-1.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.64% | 100.37%-81.7pp | 70.12%-51.5pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,909 | $5,276-63.8% | $4,343-56.0% | $4,663-59.1% |
| Participant deferral / active EE | $6,318 | $6,962-9.3% | $6,033+4.7% | $6,691-5.6% |
| Admin fee / account holder | $75 | $16,648-99.5% | $12,688-99.4% | $13,402-99.4% |