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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 | $104,326 | $132,634-21.3% | $115,768-9.9% | $137,256-24.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 18.39% | 160.70%-142.3pp | 100.46%-82.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,240 | $3,360-33.3% | $2,940-23.8% | $4,156-46.1% |
| Participant deferral / active EE | $7,520 | $5,619+33.8% | $4,917+52.9% | $6,407+17.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |