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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 | $90,797 | $100,911-10.0% | $90,440+0.4% | $158,966-42.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 16.48% | 1726.62%-1710.1pp | 1294.38%-1277.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,034 | $3,690-72.0% | $3,263-68.3% | $4,762-78.3% |
| Participant deferral / active EE | $3,726 | $4,348-14.3% | $3,964-6.0% | $5,983-37.7% |
| Admin fee / account holder | $213 | $6,507-96.7% | $5,615-96.2% | $11,250-98.1% |