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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 | $83,855 | $209,422-60.0% | $178,503-53.0% | $158,982-47.3% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 67.01% | 188.81%-121.8pp | 151.12%-84.1pp | 302.99%-236.0pp |
| Employer contribution / active EE | $7,885 | $5,707+38.2% | $5,011+57.4% | $4,763+65.6% |
| Participant deferral / active EE | $4,225 | $5,955-29.0% | $5,202-18.8% | $5,983-29.4% |
| Admin fee / account holder | $117 | $17,079-99.3% | $13,987-99.2% | $11,252-99.0% |