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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 | $143,292 | $111,814+28.2% | $93,654+53.0% | $145,959-1.8% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.3pp |
| Annual return | 11.84% | 203.30%-191.5pp | 133.34%-121.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,421 | $3,092-54.0% | $2,421-41.3% | $4,661-69.5% |
| Participant deferral / active EE | $3,647 | $4,914-25.8% | $4,413-17.4% | $6,689-45.5% |
| Admin fee / account holder | $35 | $10,246-99.7% | $8,282-99.6% | $13,398-99.7% |