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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 | $106,440 | $126,113-15.6% | $116,096-8.3% | $155,188-31.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 73.3%-43.3pp | 80.8%-50.8pp |
| Annual return | 18.64% | 391.72%-373.1pp | 326.25%-307.6pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,255 | $2,672-53.0% | $2,503-49.9% | $4,248-70.4% |
| Participant deferral / active EE | $2,714 | $4,162-34.8% | $3,952-31.3% | $6,531-58.4% |
| Admin fee / account holder | $28 | $8,045-99.7% | $7,704-99.6% | $14,480-99.8% |