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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 | $174,791 | $112,935+54.8% | $90,970+92.1% | $158,966+10.0% |
| Participation rate | 7.1% | 74.7%-67.6pp | 69.0%-61.9pp | 82.0%-74.8pp |
| Annual return | 13.56% | 215.79%-202.2pp | 134.58%-121.0pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,046 | $2,895-63.9% | $2,122-50.7% | $4,762-78.0% |
| Participant deferral / active EE | $1,307 | $4,129-68.3% | $3,373-61.3% | $5,983-78.2% |
| Admin fee / account holder | $60 | $8,045-99.3% | $5,960-99.0% | $11,250-99.5% |