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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 | $68,281 | $159,934-57.3% | $147,005-53.6% | $145,959-53.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 547.53% | 98.24%+449.3pp | 418.76%+128.8pp | 561.95%-14.4pp |
| Employer contribution / active EE | $8,950 | $5,287+69.3% | $4,934+81.4% | $4,661+92.0% |
| Participant deferral / active EE | $7,019 | $8,427-16.7% | $8,070-13.0% | $6,689+4.9% |
| Admin fee / account holder | $95 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |