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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 | $63,086 | $112,933-44.1% | $90,970-30.7% | $158,982-60.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.9pp |
| Annual return | 19.89% | 215.82%-195.9pp | 134.60%-114.7pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,895 | $2,893-34.5% | $2,122-10.7% | $4,763-60.2% |
| Participant deferral / active EE | $5,510 | $4,128+33.5% | $3,373+63.4% | $5,983-7.9% |
| Admin fee / account holder | $273 | $8,047-96.6% | $5,961-95.4% | $11,252-97.6% |