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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 | $111,877 | $183,516-39.0% | $155,534-28.1% | $145,884-23.3% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 12.11% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,523 | $5,315-71.3% | $4,675-67.4% | $4,662-67.3% |
| Participant deferral / active EE | $7,055 | $6,467+9.1% | $5,630+25.3% | $6,690+5.5% |
| Admin fee / account holder | $62 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |