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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 | $134,355 | $210,698-36.2% | $178,014-24.5% | $145,959-8.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 8.95% | 386.27%-377.3pp | 294.80%-285.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,045 | $4,567-77.1% | $3,950-73.5% | $4,661-77.6% |
| Participant deferral / active EE | $10,578 | $6,958+52.0% | $6,276+68.5% | $6,689+58.1% |
| Admin fee / account holder | $45 | $12,016-99.6% | $10,362-99.6% | $13,398-99.7% |