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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 | $130,461 | $112,915+15.5% | $90,965+43.4% | $158,950-17.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 9.62% | 215.75%-206.1pp | 134.57%-124.9pp | 302.91%-293.3pp |
| Employer contribution / active EE | $910 | $2,894-68.6% | $2,122-57.1% | $4,762-80.9% |
| Participant deferral / active EE | $1,083 | $4,128-73.8% | $3,373-67.9% | $5,983-81.9% |
| Admin fee / account holder | $1 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |