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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 | $72,281 | $148,582-51.4% | $135,942-46.8% | $139,456-48.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.15% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $8,126 | $5,245+54.9% | $4,858+67.3% | $4,753+71.0% |
| Participant deferral / active EE | $6,529 | $8,101-19.4% | $7,759-15.8% | $6,711-2.7% |
| Admin fee / account holder | $125 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |