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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 | $136,045 | $88,778+53.2% | $81,844+66.2% | $145,884-6.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.93% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,098 | $3,087-64.4% | $2,916-62.3% | $4,662-76.4% |
| Participant deferral / active EE | $9,080 | $4,648+95.3% | $4,323+110.0% | $6,690+35.7% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |