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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 | $140,045 | $95,895+46.0% | $79,576+76.0% | $134,509+4.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 35.67% | -2.72%+38.4pp | 0.15%+35.5pp | 418.13%-382.5pp |
| Employer contribution / active EE | $3,199 | $3,128+2.3% | $2,413+32.6% | $4,741-32.5% |
| Participant deferral / active EE | $6,323 | $4,693+34.7% | $3,985+58.7% | $6,400-1.2% |
| Admin fee / account holder | $19 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |