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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 | $155,814 | $165,381-5.8% | $149,730+4.1% | $158,966-2.0% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 21.73% | 348.29%-326.6pp | 276.70%-255.0pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,132 | $5,104-77.8% | $4,645-75.6% | $4,762-76.2% |
| Participant deferral / active EE | $2,500 | $7,182-65.2% | $6,843-63.5% | $5,983-58.2% |
| Admin fee / account holder | $195 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |