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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 | $84,734 | $198,457-57.3% | $170,435-50.3% | $147,586-42.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 21.60% | 257.30%-235.7pp | 205.94%-184.3pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,405 | $6,183-77.3% | $5,432-74.1% | $4,876-71.2% |
| Participant deferral / active EE | $4,117 | $5,629-26.9% | $4,939-16.7% | $5,439-24.3% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |