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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 | $94,371 | $72,071+30.9% | $68,368+38.0% | $137,256-31.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 19.82% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,334 | $2,788-52.1% | $2,649-49.6% | $4,156-67.9% |
| Participant deferral / active EE | $7,066 | $4,410+60.2% | $4,123+71.4% | $6,407+10.3% |
| Admin fee / account holder | $99 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |