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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 | $64,093 | $63,346+1.2% | $92,240-30.5% | $70,126-8.6% |
| Participation rate | 17.1% | 68.7%-51.5pp | 76.5%-59.3pp | 69.5%-52.4pp |
| Annual return | 14.90% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $868 | $2,471-64.9% | $3,680-76.4% | $2,343-63.0% |
| Participant deferral / active EE | $1,574 | $2,854-44.9% | $3,897-59.6% | $3,332-52.8% |
| Admin fee / account holder | $121 | $3,841-96.8% | $5,194-97.7% | $4,645-97.4% |