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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 | $74,187 | $157,296-52.8% | $141,191-47.5% | $152,897-51.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.78% | 64.34%-35.6pp | 71.41%-42.6pp | 345.43%-316.6pp |
| Employer contribution / active EE | $7,603 | $5,262+44.5% | $4,736+60.5% | $4,764+59.6% |
| Participant deferral / active EE | $4,913 | $7,111-30.9% | $6,710-26.8% | $5,851-16.0% |
| Admin fee / account holder | $88 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |