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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 | $84,461 | $102,595-17.7% | $94,057-10.2% | $154,746-45.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.24% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,498 | $3,147-52.4% | $2,933-48.9% | $4,379-65.8% |
| Participant deferral / active EE | $7,243 | $5,118+41.5% | $4,709+53.8% | $6,730+7.6% |
| Admin fee / account holder | $278 | $7,736-96.4% | $7,244-96.2% | $14,365-98.1% |