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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 | $104,761 | $157,296-33.4% | $141,191-25.8% | $152,897-31.5% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 20.27% | 64.34%-44.1pp | 71.41%-51.1pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,356 | $5,262-74.2% | $4,736-71.4% | $4,764-71.5% |
| Participant deferral / active EE | $4,261 | $7,111-40.1% | $6,710-36.5% | $5,851-27.2% |
| Admin fee / account holder | $12 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |