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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 | $102,595-3.3% | $94,057+5.5% | $154,746-35.9% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 80.7%-27.4pp |
| Annual return | 15.00% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,347 | $3,147-57.2% | $2,933-54.1% | $4,379-69.2% |
| Participant deferral / active EE | $2,642 | $5,118-48.4% | $4,709-43.9% | $6,730-60.7% |
| Admin fee / account holder | $8 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |