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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 | $118,412 | $72,426+63.5% | $67,560+75.3% | $145,897-18.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 14.05% | 7226.78%-7212.7pp | 3533.50%-3519.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,071 | $3,074+64.9% | $2,737+85.3% | $4,663+8.7% |
| Participant deferral / active EE | $6,325 | $4,785+32.2% | $4,004+58.0% | $6,689-5.4% |
| Admin fee / account holder | $58 | $5,514-99.0% | $3,994-98.6% | $13,390-99.6% |