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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 | $121,439 | $289,211-58.0% | $260,467-53.4% | $198,609-38.9% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 21.32% | 112.90%-91.6pp | 100.60%-79.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $8,347 | $4,663+79.0% | $4,239+96.9% | $5,055+65.1% |
| Participant deferral / active EE | $5,633 | $6,812-17.3% | $6,319-10.9% | $6,977-19.3% |
| Admin fee / account holder | $20 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |