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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 | $93,760 | $172,111-45.5% | $150,298-37.6% | $137,256-31.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.13% | 69.37%-52.2pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $897 | $4,636-80.7% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $2,347 | $6,166-61.9% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |