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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 | $104,401 | $100,073+4.3% | $85,126+22.6% | $145,877-28.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 13.49% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,992 | $3,236-7.5% | $2,731+9.6% | $4,663-35.8% |
| Participant deferral / active EE | $5,357 | $5,294+1.2% | $4,523+18.4% | $6,691-19.9% |
| Admin fee / account holder | $276 | $7,261-96.2% | $6,160-95.5% | $13,402-97.9% |