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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 | $78,773 | $132,634-40.6% | $115,768-32.0% | $137,256-42.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 14.05% | 160.70%-146.6pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $934 | $3,360-72.2% | $2,940-68.2% | $4,156-77.5% |
| Participant deferral / active EE | $6,365 | $5,619+13.3% | $4,917+29.5% | $6,407-0.7% |
| Admin fee / account holder | $272 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |