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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 | $164,628 | $208,088-20.9% | $186,193-11.6% | $154,746+6.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 18.25% | 89.97%-71.7pp | 78.03%-59.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,960 | $4,340-31.8% | $3,918-24.5% | $4,379-32.4% |
| Participant deferral / active EE | $15,000 | $7,078+111.9% | $6,513+130.3% | $6,730+122.9% |
| Admin fee / account holder | $75 | $11,698-99.4% | $11,058-99.3% | $14,365-99.5% |