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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 | $75,196 | $102,632-26.7% | $81,988-8.3% | $158,950-52.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 14.95% | 61.05%-46.1pp | 41.31%-26.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,614 | $3,241-19.3% | $2,498+4.6% | $4,762-45.1% |
| Participant deferral / active EE | $5,100 | $4,649+9.7% | $3,722+37.0% | $5,983-14.8% |
| Admin fee / account holder | $26 | $8,237-99.7% | $5,665-99.5% | $11,248-99.8% |