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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 | $125,778-15.4% | $114,563-7.1% | $154,746-31.2% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.9%-42.9pp | 80.7%-50.7pp |
| Annual return | 18.64% | 295.14%-276.5pp | 241.09%-222.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,255 | $2,806-55.3% | $2,592-51.6% | $4,379-71.3% |
| Participant deferral / active EE | $2,714 | $4,445-38.9% | $4,142-34.5% | $6,730-59.7% |
| Admin fee / account holder | $28 | $8,190-99.7% | $7,623-99.6% | $14,365-99.8% |