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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 | $120,072 | $144,130-16.7% | $117,861+1.9% | $147,586-18.6% |
| Participation rate | 55.0% | 83.4%-28.4pp | 79.7%-24.7pp | 82.8%-27.8pp |
| Annual return | 15.85% | 531.20%-515.3pp | 335.11%-319.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,478 | $5,316-34.6% | $4,482-22.4% | $5,439-36.0% |
| Admin fee / account holder | $110 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |