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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 | $100,073-26.4% | $85,126-13.5% | $145,877-49.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 65.99% | 84.11%-18.1pp | 66.63%-0.6pp | 551.28%-485.3pp |
| Employer contribution / active EE | $2,744 | $3,236-15.2% | $2,731+0.5% | $4,663-41.2% |
| Participant deferral / active EE | $7,057 | $5,294+33.3% | $4,523+56.0% | $6,691+5.5% |
| Admin fee / account holder | $18 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |