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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 | $104,863 | $156,616-33.0% | $133,346-21.4% | $198,609-47.2% |
| Participation rate | 33.3% | 77.7%-44.4pp | 72.8%-39.5pp | 82.4%-49.0pp |
| Annual return | 27.67% | 44.25%-16.6pp | 36.85%-9.2pp | 202.70%-175.0pp |
| Employer contribution / active EE | $7,866 | $3,368+133.6% | $2,853+175.7% | $5,055+55.6% |
| Participant deferral / active EE | $7,833 | $4,920+59.2% | $4,332+80.8% | $6,977+12.3% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |