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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 | $183,625 | $227,597-19.3% | $189,575-3.1% | $167,536+9.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 13.58% | 78.44%-64.9pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,404 | $5,316-54.8% | $4,412-45.5% | $4,839-50.3% |
| Participant deferral / active EE | $4,848 | $7,002-30.8% | $6,174-21.5% | $6,342-23.6% |
| Admin fee / account holder | -$62 | $11,877-100.5% | $9,806-100.6% | $12,315-100.5% |