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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 | $123,335 | $183,592-32.8% | $155,574-20.7% | $145,877-15.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.51% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,040 | $5,317-80.4% | $4,676-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $5,458 | $6,466-15.6% | $5,629-3.0% | $6,691-18.4% |
| Admin fee / account holder | $6 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |