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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 | $88,161 | $114,093-22.7% | $96,171-8.3% | $167,536-47.4% |
| Participation rate | 8.3% | 75.1%-66.7pp | 68.4%-60.1pp | 82.1%-73.8pp |
| Annual return | 14.44% | 190.00%-175.6pp | 192.04%-177.6pp | 478.82%-464.4pp |
| Employer contribution / active EE | $10,873 | $3,429+217.0% | $2,799+288.5% | $4,839+124.7% |
| Participant deferral / active EE | $3,424 | $5,197-34.1% | $4,350-21.3% | $6,342-46.0% |
| Admin fee / account holder | $72 | $6,899-99.0% | $5,538-98.7% | $12,315-99.4% |