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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 | $129,737-27.9% | $119,126-21.4% | $154,746-39.5% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 12.49% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,105 | $4,375-74.7% | $4,034-72.6% | $4,379-74.8% |
| Participant deferral / active EE | $4,239 | $5,842-27.4% | $5,318-20.3% | $6,730-37.0% |
| Admin fee / account holder | $31 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |