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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 | $99,410 | $176,077-43.5% | $159,455-37.7% | $167,518-40.7% |
| Participation rate | 57.9% | 84.9%-27.1pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 13.15% | 331.83%-318.7pp | 263.63%-250.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $2,735 | $5,298-48.4% | $4,830-43.4% | $4,838-43.5% |
| Participant deferral / active EE | $4,275 | $7,751-44.8% | $7,353-41.9% | $6,342-32.6% |
| Admin fee / account holder | $52 | $12,556-99.6% | $10,800-99.5% | $12,312-99.6% |