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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 | $117,752 | $124,336-5.3% | $111,303+5.8% | $167,518-29.7% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 11.84% | 37.45%-25.6pp | 54.66%-42.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $1,454 | $3,436-57.7% | $2,731-46.8% | $4,838-69.9% |
| Participant deferral / active EE | $1,735 | $5,181-66.5% | $4,487-61.3% | $6,342-72.6% |
| Admin fee / account holder | $6 | $10,623-99.9% | $7,966-99.9% | $12,312-100.0% |