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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 | $80,247 | $108,942-26.3% | $100,415-20.1% | $145,897-45.0% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 12.96% | 58.27%-45.3pp | 49.47%-36.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,387 | $4,422-68.6% | $3,943-64.8% | $4,663-70.3% |
| Participant deferral / active EE | $9,877 | $8,461+16.7% | $8,091+22.1% | $6,689+47.7% |
| Admin fee / account holder | $10 | $9,702-99.9% | $7,906-99.9% | $13,390-99.9% |