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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 | $99,240 | $70,366+41.0% | $66,674+48.8% | $138,895-28.6% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.7%-20.3pp | 79.9%-26.6pp |
| Annual return | 15.00% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,347 | $2,765-51.3% | $2,620-48.6% | $4,194-67.9% |
| Participant deferral / active EE | $2,642 | $4,374-39.6% | $4,084-35.3% | $6,396-58.7% |
| Admin fee / account holder | $8 | $5,262-99.9% | $5,098-99.9% | $12,562-99.9% |