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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 | $94,439+53.6% | $73,658+96.9% | $154,746-6.3% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 16.12% | 28.25%-12.1pp | 29.72%-13.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,508 | $1,257+20.0% | $1,032+46.1% | $4,379-65.6% |
| Participant deferral / active EE | $1,512 | $2,527-40.2% | $2,062-26.7% | $6,730-77.5% |
| Admin fee / account holder | $20 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |