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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 | $62,653 | $112,933-44.5% | $90,970-31.1% | $158,982-60.6% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 16.71% | 215.82%-199.1pp | 134.60%-117.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $3,539 | $2,893+22.3% | $2,122+66.8% | $4,763-25.7% |
| Participant deferral / active EE | $6,036 | $4,128+46.2% | $3,373+79.0% | $5,983+0.9% |
| Admin fee / account holder | $170 | $8,047-97.9% | $5,961-97.2% | $11,252-98.5% |