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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 | $96,553 | $100,868-4.3% | $90,414+6.8% | $158,931-39.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 18.35% | 1724.58%-1706.2pp | 1293.19%-1274.8pp | 302.86%-284.5pp |
| Employer contribution / active EE | $497 | $3,689-86.5% | $3,262-84.8% | $4,761-89.6% |
| Participant deferral / active EE | $2,014 | $4,348-53.7% | $3,963-49.2% | $5,982-66.3% |
| Admin fee / account holder | $30 | $6,502-99.5% | $5,611-99.5% | $11,247-99.7% |