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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 | $76,367 | $183,592-58.4% | $155,574-50.9% | $145,877-47.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 224.30% | 61.37%+162.9pp | 64.87%+159.4pp | 551.28%-327.0pp |
| Employer contribution / active EE | $1,423 | $5,317-73.2% | $4,676-69.6% | $4,663-69.5% |
| Participant deferral / active EE | $6,691 | $6,466+3.5% | $5,629+18.9% | $6,6910% |
| Admin fee / account holder | $297 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |