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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 | $85,493 | $90,691-5.7% | $76,119+12.3% | $145,884-41.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 38.14% | 624.52%-586.4pp | 361.25%-323.1pp | 551.85%-513.7pp |
| Employer contribution / active EE | $5,960 | $3,329+79.0% | $2,693+121.3% | $4,662+27.8% |
| Participant deferral / active EE | $13,717 | $5,167+165.4% | $4,259+222.0% | $6,690+105.0% |
| Admin fee / account holder | $52 | $8,383-99.4% | $6,421-99.2% | $13,392-99.6% |