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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 | $72,446+63.4% | $67,561+75.3% | $145,877-18.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.05% | 7211.98%-7197.9pp | 3525.44%-3511.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,071 | $3,072+65.0% | $2,735+85.4% | $4,663+8.7% |
| Participant deferral / active EE | $6,325 | $4,785+32.2% | $4,003+58.0% | $6,691-5.5% |
| Admin fee / account holder | $58 | $5,541-99.0% | $4,006-98.6% | $13,402-99.6% |