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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 | $117,999 | $125,190-5.7% | $105,624+11.7% | $145,897-19.1% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 12.88% | 225.22%-212.3pp | 116.20%-103.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,273 | $3,720-65.8% | $3,168-59.8% | $4,663-72.7% |
| Participant deferral / active EE | $3,935 | $5,716-31.2% | $5,013-21.5% | $6,689-41.2% |
| Admin fee / account holder | $18 | $17,138-99.9% | $10,961-99.8% | $13,390-99.9% |