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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 | $111,365 | $135,956-18.1% | $123,894-10.1% | $273,972-59.4% |
| Participation rate | 23.1% | 84.1%-61.0pp | 81.4%-58.3pp | 83.0%-59.9pp |
| Annual return | 390.52% | 56.63%+333.9pp | 47.52%+343.0pp | 41.46%+349.1pp |
| Employer contribution / active EE | $1,235 | $5,170-76.1% | $4,617-73.3% | $4,869-74.6% |
| Participant deferral / active EE | $2,502 | $6,343-60.6% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |