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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 | $107,275 | $99,079+8.3% | $78,002+37.5% | $273,972-60.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 8.30% | 217.93%-209.6pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,386 | $3,308-58.1% | $2,470-43.9% | $4,869-71.5% |
| Participant deferral / active EE | $5,336 | $4,306+23.9% | $3,497+52.6% | $5,287+0.9% |
| Admin fee / account holder | $78 | $8,954-99.1% | $5,481-98.6% | $10,133-99.2% |