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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 | $102,712 | $49,896+105.8% | $80,627+27.4% | $75,173+36.6% |
| Participation rate | 43.6% | 55.3%-11.7pp | 67.0%-23.4pp | 67.2%-23.6pp |
| Annual return | 24.40% | 34.67%-10.3pp | 936.76%-912.4pp | 160.72%-136.3pp |
| Employer contribution / active EE | $1,514 | $1,699-10.9% | $2,723-44.4% | $2,671-43.3% |
| Participant deferral / active EE | $3,005 | $2,992+0.4% | $4,443-32.4% | $4,126-27.2% |
| Admin fee / account holder | $3 | $3,578-99.9% | $5,381-100.0% | $5,651-100.0% |