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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 | $121,930 | $102,595+18.8% | $94,057+29.6% | $154,746-21.2% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 16.07% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $363 | $3,147-88.5% | $2,933-87.6% | $4,379-91.7% |
| Participant deferral / active EE | $2,678 | $5,118-47.7% | $4,709-43.1% | $6,730-60.2% |
| Admin fee / account holder | $30 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |