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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 | $143,318 | $166,268-13.8% | $165,100-13.2% | $145,897-1.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.64% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,909 | $5,284-63.9% | $4,348-56.1% | $4,663-59.1% |
| Participant deferral / active EE | $6,318 | $6,964-9.3% | $6,035+4.7% | $6,689-5.6% |
| Admin fee / account holder | $75 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |