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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 | $93,903 | $124,336-24.5% | $111,303-15.6% | $167,518-43.9% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 15.41% | 37.45%-22.0pp | 54.66%-39.2pp | 478.71%-463.3pp |
| Employer contribution / active EE | $2,058 | $3,436-40.1% | $2,731-24.7% | $4,838-57.5% |
| Participant deferral / active EE | $6,030 | $5,181+16.4% | $4,487+34.4% | $6,342-4.9% |
| Admin fee / account holder | $51 | $10,623-99.5% | $7,966-99.4% | $12,312-99.6% |