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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 | $96,991 | $108,882-10.9% | $96,754+0.2% | $154,746-37.3% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 22.60% | 98.39%-75.8pp | 82.04%-59.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $848 | $3,018-71.9% | $2,679-68.3% | $4,379-80.6% |
| Participant deferral / active EE | $2,120 | $5,323-60.2% | $4,758-55.4% | $6,730-68.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |