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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 | $76,732 | $109,372-29.8% | $89,414-14.2% | $158,966-51.7% |
| Participation rate | 38.9% | 74.3%-35.4pp | 68.0%-29.1pp | 82.0%-43.1pp |
| Annual return | 12.59% | 345.55%-333.0pp | 245.50%-232.9pp | 302.95%-290.4pp |
| Employer contribution / active EE | $862 | $3,171-72.8% | $2,586-66.7% | $4,762-81.9% |
| Participant deferral / active EE | $2,384 | $4,598-48.2% | $3,890-38.7% | $5,983-60.2% |
| Admin fee / account holder | $15 | $6,156-99.8% | $4,883-99.7% | $11,250-99.9% |