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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 | $93,021 | $107,363-13.4% | $92,909+0.1% | $152,897-39.2% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.5%-24.6pp |
| Annual return | 16.82% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,174 | $4,222-48.5% | $3,653-40.5% | $4,764-54.4% |
| Participant deferral / active EE | $4,879 | $4,848+0.6% | $4,238+15.1% | $5,851-16.6% |
| Admin fee / account holder | $295 | $7,082-95.8% | $5,795-94.9% | $11,599-97.5% |