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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 | $73,350 | $111,785-34.4% | $93,669-21.7% | $145,877-49.7% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 12.99% | 203.79%-190.8pp | 133.59%-120.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $968 | $3,096-68.7% | $2,424-60.1% | $4,663-79.2% |
| Participant deferral / active EE | $4,459 | $4,919-9.3% | $4,416+1.0% | $6,691-33.4% |
| Admin fee / account holder | $206 | $10,256-98.0% | $8,291-97.5% | $13,402-98.5% |