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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 | $87,297 | $96,361-9.4% | $80,607+8.3% | $139,456-37.4% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.79% | 1350.95%-1331.2pp | 936.11%-916.3pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,440 | $3,262-55.9% | $2,724-47.1% | $4,753-69.7% |
| Participant deferral / active EE | $4,420 | $5,232-15.5% | $4,448-0.6% | $6,711-34.1% |
| Admin fee / account holder | $103 | $6,601-98.4% | $5,379-98.1% | $11,407-99.1% |