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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 | $117,307 | $111,787+4.9% | $93,681+25.2% | $145,978-19.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 19.15% | 203.52%-184.4pp | 133.47%-114.3pp | 550.52%-531.4pp |
| Employer contribution / active EE | $2,576 | $3,093-16.7% | $2,422+6.3% | $4,662-44.8% |
| Participant deferral / active EE | $7,043 | $4,918+43.2% | $4,415+59.5% | $6,690+5.3% |
| Admin fee / account holder | $19 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |