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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 | $99,995 | $105,145-4.9% | $94,664+5.6% | $139,466-28.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 24.82% | 38.09%-13.3pp | 156.84%-132.0pp | 373.66%-348.8pp |
| Employer contribution / active EE | $3,640 | $4,107-11.4% | $3,673-0.9% | $4,754-23.4% |
| Participant deferral / active EE | $8,930 | $7,599+17.5% | $7,417+20.4% | $6,712+33.0% |
| Admin fee / account holder | $122 | $8,972-98.6% | $7,222-98.3% | $11,409-98.9% |