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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 | $170,757 | $102,595+66.4% | $94,057+81.5% | $154,746+10.3% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 16.77% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,181 | $3,147-62.5% | $2,933-59.7% | $4,379-73.0% |
| Participant deferral / active EE | $3,631 | $5,118-29.0% | $4,709-22.9% | $6,730-46.0% |
| Admin fee / account holder | $15 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |