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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 | $178,256 | $157,296+13.3% | $141,191+26.3% | $152,897+16.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 28.82% | 64.34%-35.5pp | 71.41%-42.6pp | 345.43%-316.6pp |
| Employer contribution / active EE | $2,221 | $5,262-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $5,783 | $7,111-18.7% | $6,710-13.8% | $5,851-1.2% |
| Admin fee / account holder | $172 | $12,125-98.6% | $10,264-98.3% | $11,599-98.5% |