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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 | $107,419 | $102,429+4.9% | $147,096-27.0% | $80,925+32.7% |
| Participation rate | 34.5% | 75.9%-41.4pp | 82.2%-47.7pp | 67.7%-33.2pp |
| Annual return | 20.57% | 135.02%-114.5pp | 419.75%-399.2pp | 35.65%-15.1pp |
| Employer contribution / active EE | $1,245 | $3,716-66.5% | $4,936-74.8% | $2,756-54.8% |
| Participant deferral / active EE | $4,146 | $6,649-37.6% | $8,071-48.6% | $4,299-3.6% |
| Admin fee / account holder | $24 | $7,957-99.7% | $13,005-99.8% | $6,940-99.7% |