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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 | $115,016 | $118,875-3.2% | $96,572+19.1% | $167,553-31.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 16.08% | 50.50%-34.4pp | 37.79%-21.7pp | 478.89%-462.8pp |
| Employer contribution / active EE | $929 | $3,121-70.2% | $2,357-60.6% | $4,840-80.8% |
| Participant deferral / active EE | $12,005 | $4,617+160.0% | $3,850+211.9% | $6,343+89.3% |
| Admin fee / account holder | $300 | $8,070-96.3% | $6,183-95.1% | $12,316-97.6% |