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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 | $108,897-26.3% | $100,378-20.1% | $145,877-45.0% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 12.96% | 58.17%-45.2pp | 49.41%-36.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,387 | $4,420-68.6% | $3,942-64.8% | $4,663-70.3% |
| Participant deferral / active EE | $9,877 | $8,455+16.8% | $8,087+22.1% | $6,691+47.6% |
| Admin fee / account holder | $10 | $9,690-99.9% | $7,899-99.9% | $13,402-99.9% |