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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 | $74,716 | $99,011-24.5% | $86,582-13.7% | $147,586-49.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 17.96% | 1312.75%-1294.8pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,120 | $3,132-64.2% | $2,839-60.6% | $4,876-77.0% |
| Participant deferral / active EE | $7,200 | $3,972+81.3% | $3,609+99.5% | $5,439+32.4% |
| Admin fee / account holder | $232 | $5,709-95.9% | $4,904-95.3% | $10,886-97.9% |