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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 | $95,388 | $112,935-15.5% | $90,970+4.9% | $158,966-40.0% |
| Participation rate | 11.1% | 74.7%-63.6pp | 69.0%-57.9pp | 82.0%-70.9pp |
| Annual return | 6.80% | 215.79%-209.0pp | 134.58%-127.8pp | 302.95%-296.2pp |
| Employer contribution / active EE | $1,395 | $2,895-51.8% | $2,122-34.3% | $4,762-70.7% |
| Participant deferral / active EE | $2,201 | $4,129-46.7% | $3,373-34.8% | $5,983-63.2% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |