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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 | $76,053 | $110,629-31.3% | $80,784-5.9% | $167,553-54.6% |
| Participation rate | 60.0% | 64.0%-4.0pp | 54.2%+5.8pp | 82.1%-22.1pp |
| Annual return | 14.65% | 120.58%-105.9pp | 87.31%-72.7pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,506 | $1,543-2.4% | $1,160+29.8% | $4,840-68.9% |
| Participant deferral / active EE | $1,506 | $2,871-47.5% | $2,145-29.8% | $6,343-76.3% |
| Admin fee / account holder | $85 | $4,547-98.1% | $3,380-97.5% | $12,316-99.3% |