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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 | $48,987 | $154,193-68.2% | $130,045-62.3% | $139,466-64.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 27.86% | 32.51%-4.6pp | -137.30%+165.2pp | 373.66%-345.8pp |
| Employer contribution / active EE | $7,331 | $5,292+38.5% | $4,321+69.7% | $4,754+54.2% |
| Participant deferral / active EE | $6,955 | $6,709+3.7% | $5,820+19.5% | $6,712+3.6% |
| Admin fee / account holder | $267 | $13,989-98.1% | $10,600-97.5% | $11,409-97.7% |