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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 | $102,577 | $90,530+13.3% | $76,030+34.9% | $145,897-29.7% |
| Participation rate | 64.3% | 74.4%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.30% | 625.08%-609.8pp | 361.54%-346.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,975 | $3,319-40.5% | $2,688-26.5% | $4,663-57.6% |
| Participant deferral / active EE | $3,887 | $5,164-24.7% | $4,257-8.7% | $6,689-41.9% |
| Admin fee / account holder | $12 | $8,383-99.9% | $6,421-99.8% | $13,390-99.9% |