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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 | $61,782 | $72,071-14.3% | $68,368-9.6% | $137,256-55.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 16.47% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,952 | $2,788+41.8% | $2,649+49.2% | $4,156-4.9% |
| Participant deferral / active EE | $7,053 | $4,410+59.9% | $4,123+71.1% | $6,407+10.1% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |