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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 | $87,552 | $112,933-22.5% | $90,970-3.8% | $158,982-44.9% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 42.19% | 215.82%-173.6pp | 134.60%-92.4pp | 302.99%-260.8pp |
| Employer contribution / active EE | $560 | $2,893-80.7% | $2,122-73.6% | $4,763-88.3% |
| Participant deferral / active EE | $2,506 | $4,128-39.3% | $3,373-25.7% | $5,983-58.1% |
| Admin fee / account holder | $164 | $8,047-98.0% | $5,961-97.3% | $11,252-98.5% |