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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 | $103,582 | $111,814-7.4% | $93,654+10.6% | $145,959-29.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 23.75% | 203.30%-179.5pp | 133.34%-109.6pp | 561.95%-538.2pp |
| Employer contribution / active EE | $1,643 | $3,092-46.8% | $2,421-32.1% | $4,661-64.7% |
| Participant deferral / active EE | $2,721 | $4,914-44.6% | $4,413-38.3% | $6,689-59.3% |
| Admin fee / account holder | $143 | $10,246-98.6% | $8,282-98.3% | $13,398-98.9% |