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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 | $99,948 | $209,422-52.3% | $178,503-44.0% | $158,982-37.1% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 19.15% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,119 | $5,707-62.9% | $5,011-57.7% | $4,763-55.5% |
| Participant deferral / active EE | $3,850 | $5,955-35.3% | $5,202-26.0% | $5,983-35.7% |
| Admin fee / account holder | $296 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |