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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 | $99,326 | $112,892-12.0% | $90,956+9.2% | $158,931-37.5% |
| Participation rate | 14.3% | 74.7%-60.4pp | 69.0%-54.7pp | 82.0%-67.7pp |
| Annual return | 17.01% | 215.80%-198.8pp | 134.60%-117.6pp | 302.86%-285.8pp |
| Employer contribution / active EE | $402 | $2,893-86.1% | $2,122-81.1% | $4,761-91.6% |
| Participant deferral / active EE | $1,757 | $4,127-57.4% | $3,373-47.9% | $5,982-70.6% |
| Admin fee / account holder | $201 | $8,042-97.5% | $5,959-96.6% | $11,247-98.2% |