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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 | $121,024 | $125,778-3.8% | $114,563+5.6% | $154,746-21.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 14.31% | 295.14%-280.8pp | 241.09%-226.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $711 | $2,806-74.7% | $2,592-72.6% | $4,379-83.8% |
| Participant deferral / active EE | $2,220 | $4,445-50.1% | $4,142-46.4% | $6,730-67.0% |
| Admin fee / account holder | $130 | $8,190-98.4% | $7,623-98.3% | $14,365-99.1% |