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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 | $144,290 | $107,666+34.0% | $102,184+41.2% | $154,746-6.8% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 142.91% | 29.33%+113.6pp | 31.58%+111.3pp | 172.34%-29.4pp |
| Employer contribution / active EE | $1,745 | $3,846-54.6% | $3,594-51.5% | $4,379-60.2% |
| Participant deferral / active EE | $6,078 | $8,719-30.3% | $8,309-26.9% | $6,730-9.7% |
| Admin fee / account holder | $33 | $12,943-99.7% | $11,609-99.7% | $14,365-99.8% |