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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 | $66,469 | $111,785-40.5% | $93,669-29.0% | $145,877-54.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.45% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,395 | $3,096-22.6% | $2,424-1.2% | $4,663-48.6% |
| Participant deferral / active EE | $3,398 | $4,919-30.9% | $4,416-23.0% | $6,691-49.2% |
| Admin fee / account holder | $90 | $10,256-99.1% | $8,291-98.9% | $13,402-99.3% |