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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 | $123,691 | $138,075-10.4% | $123,552+0.1% | $135,379-8.6% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 2.70% | 153.70%-151.0pp | 119.20%-116.5pp | 519.79%-517.1pp |
| Employer contribution / active EE | $1,332 | $5,152-74.1% | $4,628-71.2% | $4,779-72.1% |
| Participant deferral / active EE | $4,942 | $6,800-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |