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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 | $119,626 | $129,737-7.8% | $119,126+0.4% | $154,746-22.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.95% | 379.08%-363.1pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,370 | $4,375-45.8% | $4,034-41.2% | $4,379-45.9% |
| Participant deferral / active EE | $3,301 | $5,842-43.5% | $5,318-37.9% | $6,730-50.9% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |