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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 | $135,114 | $149,679-9.7% | $117,039+15.4% | $147,586-8.5% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 13.61% | 19.31%-5.7pp | 18.95%-5.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,974 | $4,937-60.0% | $3,785-47.8% | $4,876-59.5% |
| Participant deferral / active EE | $5,364 | $4,912+9.2% | $3,929+36.5% | $5,439-1.4% |
| Admin fee / account holder | $18 | $7,856-99.8% | $5,974-99.7% | $10,886-99.8% |