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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 | $56,425 | $114,119-50.6% | $107,187-47.4% | $138,895-59.4% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 18.07% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,747 | $4,059-32.3% | $3,782-27.4% | $4,194-34.5% |
| Participant deferral / active EE | $4,949 | $5,538-10.6% | $5,096-2.9% | $6,396-22.6% |
| Admin fee / account holder | $175 | $10,024-98.3% | $9,162-98.1% | $12,562-98.6% |