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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 | $167,320 | $176,402-5.1% | $134,155+24.7% | $158,931+5.3% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 18.48% | 63.64%-45.2pp | 36.33%-17.9pp | 302.86%-284.4pp |
| Employer contribution / active EE | $1,369 | $5,041-72.8% | $3,704-63.0% | $4,761-71.2% |
| Participant deferral / active EE | $15,519 | $4,092+279.2% | $3,499+343.5% | $5,982+159.4% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,247-99.8% |