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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 | $97,407 | $112,131-13.1% | $95,964+1.5% | $158,982-38.7% |
| Participation rate | 65.2% | 79.0%-13.8pp | 77.1%-11.9pp | 82.0%-16.7pp |
| Annual return | 14.29% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $666 | $3,199-79.2% | $2,541-73.8% | $4,763-86.0% |
| Participant deferral / active EE | $2,005 | $4,784-58.1% | $4,167-51.9% | $5,983-66.5% |
| Admin fee / account holder | $155 | $10,136-98.5% | $6,797-97.7% | $11,252-98.6% |