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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 | $89,855 | $56,431+59.2% | $130,788-31.3% | $87,485+2.7% |
| Participation rate | 60.0% | 58.9%+1.1pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 27.34% | 91.27%-63.9pp | 386.44%-359.1pp | 26.06%+1.3pp |
| Employer contribution / active EE | $4,849 | $1,549+213.0% | $3,558+36.3% | $2,596+86.8% |
| Participant deferral / active EE | $9,408 | $2,749+242.2% | $4,137+127.4% | $4,274+120.1% |
| Admin fee / account holder | $152 | $4,433-96.6% | $6,673-97.7% | $7,775-98.0% |