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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 | $84,515 | $110,039-23.2% | $97,260-13.1% | $145,884-42.1% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 12.13% | 244.44%-232.3pp | 75.54%-63.4pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,033 | $3,074+96.2% | $2,721+121.7% | $4,662+29.4% |
| Participant deferral / active EE | $12,274 | $4,674+162.6% | $4,262+188.0% | $6,690+83.5% |
| Admin fee / account holder | $56 | $6,204-99.1% | $5,640-99.0% | $13,392-99.6% |