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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 | $69,504 | $160,028-56.6% | $147,080-52.7% | $145,884-52.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.84% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,307 | $5,286-56.3% | $4,933-53.2% | $4,662-50.5% |
| Participant deferral / active EE | $6,103 | $8,422-27.5% | $8,066-24.3% | $6,690-8.8% |
| Admin fee / account holder | $232 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |