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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 | $120,971 | $150,346-19.5% | $120,524+0.4% | $145,877-17.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.07% | 154.40%-139.3pp | 107.36%-92.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,663 | $4,353-61.8% | $3,469-52.1% | $4,663-64.3% |
| Participant deferral / active EE | $5,797 | $6,172-6.1% | $4,994+16.1% | $6,691-13.4% |
| Admin fee / account holder | $17 | $12,215-99.9% | $9,440-99.8% | $13,402-99.9% |