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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 | $144,959 | $108,695+33.4% | $74,722+94.0% | $152,897-5.2% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 23.65% | 114.11%-90.5pp | 753.11%-729.5pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,362 | $1,504-9.4% | $1,084+25.7% | $4,764-71.4% |
| Participant deferral / active EE | $6,617 | $2,712+144.0% | $1,963+237.0% | $5,851+13.1% |
| Admin fee / account holder | $62 | $4,906-98.7% | $3,335-98.1% | $11,599-99.5% |