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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 | $124,346-5.3% | $111,308+5.8% | $167,536-29.7% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 11.84% | 37.45%-25.6pp | 54.67%-42.8pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,454 | $3,437-57.7% | $2,732-46.8% | $4,839-70.0% |
| Participant deferral / active EE | $1,735 | $5,182-66.5% | $4,487-61.3% | $6,342-72.6% |
| Admin fee / account holder | $6 | $10,621-99.9% | $7,965-99.9% | $12,315-100.0% |