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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 | $140,446 | $104,907+33.9% | $84,610+66.0% | $152,870-8.1% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 29.27% | 373.79%-344.5pp | 258.74%-229.5pp | 345.34%-316.1pp |
| Employer contribution / active EE | $1,323 | $3,301-59.9% | $2,652-50.1% | $4,763-72.2% |
| Participant deferral / active EE | $8,205 | $4,688+75.0% | $3,899+110.5% | $5,850+40.2% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,597-99.8% |