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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 | $70,258 | $183,516-61.7% | $155,534-54.8% | $145,884-51.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 81.03% | 61.43%+19.6pp | 64.92%+16.1pp | 551.85%-470.8pp |
| Employer contribution / active EE | $2,355 | $5,315-55.7% | $4,675-49.6% | $4,662-49.5% |
| Participant deferral / active EE | $12,557 | $6,467+94.2% | $5,630+123.0% | $6,690+87.7% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |