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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 | $103,197 | $88,778+16.2% | $81,844+26.1% | $145,884-29.3% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 10.00% | 1033.03%-1023.0pp | 778.87%-768.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,407 | $3,087-54.4% | $2,916-51.8% | $4,662-69.8% |
| Participant deferral / active EE | $5,499 | $4,648+18.3% | $4,323+27.2% | $6,690-17.8% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |