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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 | $110,261 | $96,643+14.1% | $86,617+27.3% | $139,456-20.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 20.26% | 106.57%-86.3pp | 591.91%-571.7pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,511 | $3,264-23.1% | $3,023-16.9% | $4,753-47.2% |
| Participant deferral / active EE | $10,200 | $4,835+111.0% | $4,437+129.9% | $6,711+52.0% |
| Admin fee / account holder | $70 | $6,406-98.9% | $5,613-98.8% | $11,407-99.4% |