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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 | $123,186 | $118,877+3.6% | $96,570+27.6% | $167,536-26.5% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 11.96% | 50.50%-38.5pp | 37.79%-25.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $2,411 | $3,121-22.7% | $2,357+2.3% | $4,839-50.2% |
| Participant deferral / active EE | $8,938 | $4,617+93.6% | $3,849+132.2% | $6,342+40.9% |
| Admin fee / account holder | $31 | $8,069-99.6% | $6,182-99.5% | $12,315-99.8% |