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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 | $119,449 | $154,467-22.7% | $130,270-8.3% | $139,487-14.4% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 24.57% | 30.58%-6.0pp | 38.89%-14.3pp | 373.84%-349.3pp |
| Employer contribution / active EE | $2,477 | $5,175-52.1% | $4,128-40.0% | $4,755-47.9% |
| Participant deferral / active EE | $5,283 | $8,497-37.8% | $6,797-22.3% | $6,713-21.3% |
| Admin fee / account holder | $57 | $9,222-99.4% | $6,022-99.1% | $11,407-99.5% |