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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 | $73,791 | $112,121-34.2% | $95,960-23.1% | $158,966-53.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 23.41% | 171.16%-147.8pp | 91.63%-68.2pp | 302.95%-279.5pp |
| Employer contribution / active EE | $7,982 | $3,199+149.5% | $2,541+214.1% | $4,762+67.6% |
| Participant deferral / active EE | $13,849 | $4,784+189.5% | $4,167+232.4% | $5,983+131.5% |
| Admin fee / account holder | $20 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |