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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 | $119,526 | $106,247+12.5% | $96,515+23.8% | $139,466-14.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 25.73% | 38.47%-12.7pp | 35.73%-10.0pp | 373.66%-347.9pp |
| Employer contribution / active EE | $1,141 | $4,106-72.2% | $3,740-69.5% | $4,754-76.0% |
| Participant deferral / active EE | $12,000 | $5,456+120.0% | $4,880+145.9% | $6,712+78.8% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |