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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 | $109,959 | $160,028-31.3% | $147,080-25.2% | $145,884-24.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.38% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,154 | $5,286-78.2% | $4,933-76.6% | $4,662-75.2% |
| Participant deferral / active EE | $11,869 | $8,422+40.9% | $8,066+47.1% | $6,690+77.4% |
| Admin fee / account holder | $155 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |