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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 | $81,791 | $67,823+20.6% | $52,425+56.0% | $137,256-40.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 12.76% | 219.11%-206.4pp | 302.12%-289.4pp | 220.34%-207.6pp |
| Employer contribution / active EE | $672 | $1,163-42.2% | $914-26.5% | $4,156-83.8% |
| Participant deferral / active EE | $1,328 | $2,288-42.0% | $1,790-25.8% | $6,407-79.3% |
| Admin fee / account holder | $76 | $2,844-97.3% | $2,495-97.0% | $12,270-99.4% |