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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 | $88,337 | $96,643-8.6% | $86,617+2.0% | $139,456-36.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 14.72% | 106.57%-91.9pp | 591.91%-577.2pp | 373.45%-358.7pp |
| Employer contribution / active EE | $1,023 | $3,264-68.7% | $3,023-66.2% | $4,753-78.5% |
| Participant deferral / active EE | $8,486 | $4,835+75.5% | $4,437+91.2% | $6,711+26.4% |
| Admin fee / account holder | $235 | $6,406-96.3% | $5,613-95.8% | $11,407-97.9% |