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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 | $75,648 | $175,257-56.8% | $149,717-49.5% | $139,456-45.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 26.91% | 166.70%-139.8pp | 134.41%-107.5pp | 373.45%-346.5pp |
| Employer contribution / active EE | $1,946 | $5,477-64.5% | $4,820-59.6% | $4,753-59.1% |
| Participant deferral / active EE | $8,176 | $6,521+25.4% | $5,682+43.9% | $6,711+21.8% |
| Admin fee / account holder | $108 | $16,156-99.3% | $13,213-99.2% | $11,407-99.0% |