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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 | $166,089-13.7% | $164,928-13.1% | $145,978-1.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.64% | 100.26%-81.6pp | 70.08%-51.4pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,909 | $5,276-63.8% | $4,343-56.0% | $4,662-59.0% |
| Participant deferral / active EE | $6,318 | $6,961-9.2% | $6,034+4.7% | $6,690-5.6% |
| Admin fee / account holder | $75 | $16,641-99.5% | $12,684-99.4% | $13,400-99.4% |