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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 | $73,658 | $100,203-26.5% | $85,240-13.6% | $145,897-49.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 65.99% | 84.28%-18.3pp | 66.75%-0.8pp | 552.29%-486.3pp |
| Employer contribution / active EE | $2,744 | $3,242-15.4% | $2,735+0.3% | $4,663-41.2% |
| Participant deferral / active EE | $7,057 | $5,299+33.2% | $4,527+55.9% | $6,689+5.5% |
| Admin fee / account holder | $18 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |