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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 | $70,662 | $125,237-43.6% | $105,608-33.1% | $145,877-51.6% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 12.03% | 225.76%-213.7pp | 116.50%-104.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,382 | $3,720-36.0% | $3,167-24.8% | $4,663-48.9% |
| Participant deferral / active EE | $5,734 | $5,711+0.4% | $5,010+14.5% | $6,691-14.3% |
| Admin fee / account holder | $20 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |