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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 | $110,983 | $70,366+57.7% | $66,674+66.5% | $138,895-20.1% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.7%-18.7pp | 79.9%-24.9pp |
| Annual return | 16.55% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $641 | $2,765-76.8% | $2,620-75.5% | $4,194-84.7% |
| Participant deferral / active EE | $3,633 | $4,374-16.9% | $4,084-11.0% | $6,396-43.2% |
| Admin fee / account holder | $66 | $5,262-98.7% | $5,098-98.7% | $12,562-99.5% |