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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 | $145,013 | $174,018-16.7% | $136,833+6.0% | $198,609-27.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 16.12% | 35.16%-19.0pp | 35.32%-19.2pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,508 | $1,571-4.0% | $1,319+14.4% | $5,055-70.2% |
| Participant deferral / active EE | $1,512 | $2,873-47.4% | $2,441-38.1% | $6,977-78.3% |
| Admin fee / account holder | $20 | $5,434-99.6% | $4,706-99.6% | $19,030-99.9% |