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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 | $72,071+54.0% | $68,368+62.3% | $137,256-19.1% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 16.55% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $641 | $2,788-77.0% | $2,649-75.8% | $4,156-84.6% |
| Participant deferral / active EE | $3,633 | $4,410-17.6% | $4,123-11.9% | $6,407-43.3% |
| Admin fee / account holder | $66 | $5,336-98.8% | $5,150-98.7% | $12,270-99.5% |