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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 | $136,593 | $105,145+29.9% | $94,664+44.3% | $139,466-2.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 16.05% | 38.09%-22.0pp | 156.84%-140.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $925 | $4,107-77.5% | $3,673-74.8% | $4,754-80.5% |
| Participant deferral / active EE | $8,133 | $7,599+7.0% | $7,417+9.6% | $6,712+21.2% |
| Admin fee / account holder | $56 | $8,972-99.4% | $7,222-99.2% | $11,409-99.5% |