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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 | $68,389 | $109,411-37.5% | $89,435-23.5% | $158,982-57.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 19.79% | 345.68%-325.9pp | 245.55%-225.8pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,065 | $3,173-34.9% | $2,587-20.2% | $4,763-56.6% |
| Participant deferral / active EE | $5,857 | $4,600+27.3% | $3,890+50.5% | $5,983-2.1% |
| Admin fee / account holder | $77 | $6,159-98.8% | $4,884-98.4% | $11,252-99.3% |