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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 | $95,659 | $78,707+21.5% | $117,861-18.8% | $70,126+36.4% |
| Participation rate | 63.4% | 73.2%-9.8pp | 79.7%-16.3pp | 69.5%-6.1pp |
| Annual return | 17.62% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,014 | $2,223-9.4% | $3,786-46.8% | $2,343-14.0% |
| Participant deferral / active EE | $4,320 | $3,297+31.0% | $4,482-3.6% | $3,332+29.7% |
| Admin fee / account holder | $209 | $5,066-95.9% | $8,021-97.4% | $4,645-95.5% |