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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 | $121,024 | $126,113-4.0% | $116,096+4.2% | $155,188-22.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 73.3%-33.3pp | 80.8%-40.8pp |
| Annual return | 14.31% | 391.72%-377.4pp | 326.25%-311.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $711 | $2,672-73.4% | $2,503-71.6% | $4,248-83.3% |
| Participant deferral / active EE | $2,220 | $4,162-46.7% | $3,952-43.8% | $6,531-66.0% |
| Admin fee / account holder | $130 | $8,045-98.4% | $7,704-98.3% | $14,480-99.1% |