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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 | $95,810 | $148,629-35.5% | $135,982-29.5% | $139,487-31.3% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 21.38% | 79.33%-57.9pp | 68.32%-46.9pp | 373.84%-352.5pp |
| Employer contribution / active EE | $3,858 | $5,247-26.5% | $4,859-20.6% | $4,755-18.9% |
| Participant deferral / active EE | $5,176 | $8,102-36.1% | $7,760-33.3% | $6,713-22.9% |
| Admin fee / account holder | $272 | $12,406-97.8% | $10,767-97.5% | $11,407-97.6% |