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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 | $123,413 | $109,905+12.3% | $98,506+25.3% | $167,553-26.3% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 11.20% | 1960.20%-1949.0pp | 1494.92%-1483.7pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,282 | $3,226-29.3% | $2,961-22.9% | $4,840-52.8% |
| Participant deferral / active EE | $5,331 | $4,674+14.1% | $4,277+24.6% | $6,343-16.0% |
| Admin fee / account holder | $142 | $6,760-97.9% | $5,955-97.6% | $12,316-98.8% |