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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 | $64,983 | $100,911-35.6% | $90,440-28.1% | $158,966-59.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 15.35% | 1726.62%-1711.3pp | 1294.38%-1279.0pp | 302.95%-287.6pp |
| Employer contribution / active EE | $887 | $3,690-76.0% | $3,263-72.8% | $4,762-81.4% |
| Participant deferral / active EE | $8,383 | $4,348+92.8% | $3,964+111.5% | $5,983+40.1% |
| Admin fee / account holder | $137 | $6,507-97.9% | $5,615-97.6% | $11,250-98.8% |