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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 | $76,339 | $150,412-49.2% | $120,574-36.7% | $145,884-47.7% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.9pp |
| Annual return | 14.75% | 154.50%-139.8pp | 107.42%-92.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,374 | $4,355-22.5% | $3,471-2.8% | $4,662-27.6% |
| Participant deferral / active EE | $11,166 | $6,175+80.8% | $4,996+123.5% | $6,690+66.9% |
| Admin fee / account holder | $293 | $12,224-97.6% | $9,445-96.9% | $13,392-97.8% |