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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 | $110,857 | $165,381-33.0% | $149,730-26.0% | $158,966-30.3% |
| Participation rate | 27.8% | 84.6%-56.8pp | 82.5%-54.7pp | 82.0%-54.2pp |
| Annual return | 28.75% | 348.29%-319.5pp | 276.70%-248.0pp | 302.95%-274.2pp |
| Employer contribution / active EE | $1,723 | $5,104-66.2% | $4,645-62.9% | $4,762-63.8% |
| Participant deferral / active EE | $2,786 | $7,182-61.2% | $6,843-59.3% | $5,983-53.4% |
| Admin fee / account holder | $41 | $10,809-99.6% | $9,310-99.6% | $11,250-99.6% |