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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 | $116,213 | $129,737-10.4% | $119,126-2.4% | $154,746-24.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.28% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,252 | $4,375-25.7% | $4,034-19.4% | $4,379-25.7% |
| Participant deferral / active EE | $7,819 | $5,842+33.8% | $5,318+47.0% | $6,730+16.2% |
| Admin fee / account holder | $35 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |