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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 | $126,172 | $169,336-25.5% | $129,384-2.5% | $145,884-13.5% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.6%-24.2pp | 80.3%-34.8pp |
| Annual return | 12.97% | 14408.70%-14395.7pp | 9461.77%-9448.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,807 | $5,540-49.3% | $4,153-32.4% | $4,662-39.8% |
| Participant deferral / active EE | $6,054 | $4,985+21.4% | $4,166+45.3% | $6,690-9.5% |
| Admin fee / account holder | $18 | $9,912-99.8% | $7,686-99.8% | $13,392-99.9% |