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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 | $80,770 | $103,000-21.6% | $90,300-10.6% | $152,885-47.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 31.69% | 95.19%-63.5pp | 78.11%-46.4pp | 345.39%-313.7pp |
| Employer contribution / active EE | $2,685 | $3,138-14.4% | $2,854-5.9% | $4,763-43.6% |
| Participant deferral / active EE | $6,333 | $4,281+48.0% | $3,884+63.0% | $5,851+8.2% |
| Admin fee / account holder | $292 | $6,173-95.3% | $5,353-94.6% | $11,598-97.5% |