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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 | $91,147 | $111,535-18.3% | $105,223-13.4% | $137,256-33.6% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 24.49% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,795 | $3,939-54.4% | $3,689-51.3% | $4,156-56.8% |
| Participant deferral / active EE | $4,932 | $5,500-10.3% | $5,072-2.8% | $6,407-23.0% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |