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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 | $114,521 | $157,829-27.4% | $136,867-16.3% | $198,609-42.3% |
| Participation rate | 57.9% | 77.2%-19.3pp | 74.5%-16.6pp | 82.4%-24.5pp |
| Annual return | 9.90% | 51.25%-41.4pp | 42.97%-33.1pp | 202.70%-192.8pp |
| Employer contribution / active EE | $2,216 | $3,923-43.5% | $3,547-37.5% | $5,055-56.2% |
| Participant deferral / active EE | $7,825 | $5,463+43.2% | $4,924+58.9% | $6,977+12.2% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |