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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 | $111,830-7.4% | $93,696+10.6% | $145,884-29.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 23.75% | 204.08%-180.3pp | 133.74%-110.0pp | 551.85%-528.1pp |
| Employer contribution / active EE | $1,643 | $3,093-46.9% | $2,422-32.1% | $4,662-64.8% |
| Participant deferral / active EE | $2,721 | $4,920-44.7% | $4,417-38.4% | $6,690-59.3% |
| Admin fee / account holder | $143 | $10,249-98.6% | $8,287-98.3% | $13,392-98.9% |