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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 | $119,668 | $84,741+41.2% | $75,731+58.0% | $167,553-28.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 17.43% | 199.72%-182.3pp | 104.65%-87.2pp | 478.89%-461.5pp |
| Employer contribution / active EE | $4,883 | $3,230+51.2% | $2,743+78.0% | $4,840+0.9% |
| Participant deferral / active EE | $8,847 | $4,577+93.3% | $3,820+131.6% | $6,343+39.5% |
| Admin fee / account holder | $31 | $5,361-99.4% | $3,620-99.1% | $12,316-99.7% |