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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 | $91,897 | $111,830-17.8% | $93,696-1.9% | $145,884-37.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 9.32% | 204.08%-194.8pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,312 | $3,093-57.6% | $2,422-45.8% | $4,662-71.9% |
| Participant deferral / active EE | $10,700 | $4,920+117.5% | $4,417+142.3% | $6,690+59.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |