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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 | $68,687 | $196,972-65.1% | $182,262-62.3% | $198,609-65.4% |
| Participation rate | 63.6% | 85.7%-22.1pp | 84.2%-20.6pp | 82.4%-18.7pp |
| Annual return | 15.19% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,563 | $5,364-70.9% | $5,046-69.0% | $5,055-69.1% |
| Participant deferral / active EE | $10,729 | $8,643+24.1% | $8,276+29.6% | $6,977+53.8% |
| Admin fee / account holder | $104 | $18,429-99.4% | $16,712-99.4% | $19,030-99.5% |