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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 | $169,378 | $176,794-4.2% | $146,647+15.5% | $167,553+1.1% |
| Participation rate | 47.6% | 83.6%-36.0pp | 80.1%-32.5pp | 82.1%-34.5pp |
| Annual return | 13.83% | 24.04%-10.2pp | 22.75%-8.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,295 | $5,161-74.9% | $4,137-68.7% | $4,840-73.2% |
| Participant deferral / active EE | $3,514 | $6,440-45.4% | $5,506-36.2% | $6,343-44.6% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |