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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 | $93,576 | $111,535-16.1% | $105,223-11.1% | $137,256-31.8% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 12.49% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,105 | $3,939-71.9% | $3,689-70.0% | $4,156-73.4% |
| Participant deferral / active EE | $4,239 | $5,500-22.9% | $5,072-16.4% | $6,407-33.8% |
| Admin fee / account holder | $31 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |