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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 | $82,271 | $102,595-19.8% | $94,057-12.5% | $154,746-46.8% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 80.7%-27.4pp |
| Annual return | 10.75% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $3,994 | $3,147+26.9% | $2,933+36.2% | $4,379-8.8% |
| Participant deferral / active EE | $2,713 | $5,118-47.0% | $4,709-42.4% | $6,730-59.7% |
| Admin fee / account holder | $23 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |