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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 | $67,831 | $111,830-39.3% | $93,696-27.6% | $145,884-53.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.03% | 204.08%-183.0pp | 133.74%-112.7pp | 551.85%-530.8pp |
| Employer contribution / active EE | $2,428 | $3,093-21.5% | $2,422+0.2% | $4,662-47.9% |
| Participant deferral / active EE | $7,170 | $4,920+45.7% | $4,417+62.3% | $6,690+7.2% |
| Admin fee / account holder | $154 | $10,249-98.5% | $8,287-98.1% | $13,392-98.8% |