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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 | $77,978 | $132,099-41.0% | $115,599-32.5% | $138,895-43.9% |
| Participation rate | 61.1% | 77.9%-16.7pp | 74.3%-13.2pp | 79.9%-18.8pp |
| Annual return | 14.73% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $934 | $3,416-72.7% | $2,955-68.4% | $4,194-77.7% |
| Participant deferral / active EE | $4,442 | $5,617-20.9% | $4,889-9.1% | $6,396-30.6% |
| Admin fee / account holder | $8 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |