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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 | $111,785-39.3% | $93,669-27.6% | $145,877-53.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.03% | 203.79%-182.8pp | 133.59%-112.6pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,428 | $3,096-21.6% | $2,424+0.2% | $4,663-47.9% |
| Participant deferral / active EE | $7,170 | $4,919+45.8% | $4,416+62.4% | $6,691+7.2% |
| Admin fee / account holder | $154 | $10,256-98.5% | $8,291-98.1% | $13,402-98.8% |