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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 | $133,231 | $228,395-41.7% | $185,861-28.3% | $158,982-16.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 24.01% | 40.82%-16.8pp | 35.96%-11.9pp | 302.99%-279.0pp |
| Employer contribution / active EE | $1,183 | $4,968-76.2% | $4,088-71.1% | $4,763-75.2% |
| Participant deferral / active EE | $6,103 | $6,417-4.9% | $5,634+8.3% | $5,983+2.0% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |