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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 | $90,850 | $112,121-19.0% | $95,960-5.3% | $158,966-42.8% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 16.93% | 171.16%-154.2pp | 91.63%-74.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $7,375 | $3,199+130.5% | $2,541+190.2% | $4,762+54.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |