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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 | $114,119-20.1% | $107,187-15.0% | $138,895-34.4% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 24.49% | 273.21%-248.7pp | 204.55%-180.1pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,795 | $4,059-55.8% | $3,782-52.5% | $4,194-57.2% |
| Participant deferral / active EE | $4,932 | $5,538-10.9% | $5,096-3.2% | $6,396-22.9% |
| Admin fee / account holder | $15 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |