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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 | $64,420 | $111,787-42.4% | $93,681-31.2% | $145,978-55.9% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 147.84% | 203.52%-55.7pp | 133.47%+14.4pp | 550.52%-402.7pp |
| Employer contribution / active EE | $4,230 | $3,093+36.7% | $2,422+74.6% | $4,662-9.3% |
| Participant deferral / active EE | $10,128 | $4,918+106.0% | $4,415+129.4% | $6,690+51.4% |
| Admin fee / account holder | $257 | $10,256-97.5% | $8,290-96.9% | $13,400-98.1% |