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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 | $88,702 | $109,372-18.9% | $89,414-0.8% | $158,966-44.2% |
| Participation rate | 45.0% | 74.3%-29.3pp | 68.0%-23.0pp | 82.0%-37.0pp |
| Annual return | 17.65% | 345.55%-327.9pp | 245.50%-227.8pp | 302.95%-285.3pp |
| Employer contribution / active EE | $568 | $3,171-82.1% | $2,586-78.1% | $4,762-88.1% |
| Participant deferral / active EE | $1,064 | $4,598-76.9% | $3,890-72.6% | $5,983-82.2% |
| Admin fee / account holder | $230 | $6,156-96.3% | $4,883-95.3% | $11,250-98.0% |