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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 | $113,986 | $165,361-31.1% | $149,715-23.9% | $158,950-28.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.39% | 348.24%-336.8pp | 276.66%-265.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $1,561 | $5,103-69.4% | $4,645-66.4% | $4,762-67.2% |
| Participant deferral / active EE | $3,636 | $7,182-49.4% | $6,842-46.9% | $5,983-39.2% |
| Admin fee / account holder | $191 | $10,808-98.2% | $9,310-98.0% | $11,248-98.3% |