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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 | $103,953 | $185,883-44.1% | $170,043-38.9% | $139,466-25.5% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 17.54% | 60.54%-43.0pp | 53.40%-35.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,773 | $7,596-50.3% | $6,790-44.4% | $4,754-20.6% |
| Participant deferral / active EE | $4,534 | $11,626-61.0% | $10,410-56.4% | $6,712-32.5% |
| Admin fee / account holder | $124 | $15,393-99.2% | $12,824-99.0% | $11,409-98.9% |