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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 | $75,367 | $126,113-40.2% | $116,096-35.1% | $155,188-51.4% |
| Participation rate | 64.7% | 75.1%-10.4pp | 73.3%-8.6pp | 80.8%-16.1pp |
| Annual return | 16.63% | 391.72%-375.1pp | 326.25%-309.6pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,512 | $2,672-43.4% | $2,503-39.6% | $4,248-64.4% |
| Participant deferral / active EE | $2,654 | $4,162-36.2% | $3,952-32.8% | $6,531-59.4% |
| Admin fee / account holder | $175 | $8,045-97.8% | $7,704-97.7% | $14,480-98.8% |