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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 | $107,200 | $69,248+54.8% | $64,101+67.2% | $139,466-23.1% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.20% | 45.95%-26.8pp | 33.72%-14.5pp | 373.66%-354.5pp |
| Employer contribution / active EE | $6,691 | $3,185+110.1% | $2,749+143.4% | $4,754+40.7% |
| Participant deferral / active EE | $7,756 | $4,682+65.6% | $3,881+99.8% | $6,712+15.5% |
| Admin fee / account holder | $60 | $4,247-98.6% | $3,070-98.0% | $11,409-99.5% |