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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 | $85,331 | $132,634-35.7% | $115,768-26.3% | $137,256-37.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.90% | 160.70%-145.8pp | 100.46%-85.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,391 | $3,360-28.8% | $2,940-18.7% | $4,156-42.5% |
| Participant deferral / active EE | $7,397 | $5,619+31.7% | $4,917+50.4% | $6,407+15.5% |
| Admin fee / account holder | $186 | $15,028-98.8% | $12,439-98.5% | $12,270-98.5% |