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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 | $134,556 | $198,457-32.2% | $170,435-21.1% | $147,586-8.8% |
| Participation rate | 47.4% | 88.0%-40.6pp | 83.6%-36.2pp | 82.8%-35.5pp |
| Annual return | 15.91% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,093 | $6,183-66.1% | $5,432-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $4,259 | $5,629-24.3% | $4,939-13.8% | $5,439-21.7% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |