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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 | $61,468 | $100,895-39.1% | $90,430-32.0% | $158,950-61.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 9.21% | 1725.54%-1716.3pp | 1293.73%-1284.5pp | 302.91%-293.7pp |
| Employer contribution / active EE | $4,502 | $3,689+22.0% | $3,262+38.0% | $4,762-5.5% |
| Participant deferral / active EE | $5,564 | $4,347+28.0% | $3,963+40.4% | $5,983-7.0% |
| Admin fee / account holder | $72 | $6,505-98.9% | $5,613-98.7% | $11,248-99.4% |