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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 | $128,842 | $56,134+129.5% | $96,171+34.0% | $85,847+50.1% |
| Participation rate | 46.3% | 56.7%-10.4pp | 68.4%-22.1pp | 69.3%-23.0pp |
| Annual return | 15.06% | 42.30%-27.2pp | 192.04%-177.0pp | 318.61%-303.5pp |
| Employer contribution / active EE | $825 | $1,620-49.1% | $2,799-70.5% | $2,565-67.8% |
| Participant deferral / active EE | $2,661 | $2,858-6.9% | $4,350-38.8% | $3,952-32.7% |
| Admin fee / account holder | $86 | $3,769-97.7% | $5,538-98.4% | $6,261-98.6% |