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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 | $90,454 | $185,312-51.2% | $161,489-44.0% | $154,746-41.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 18.55% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,736 | $4,769-21.7% | $4,268-12.5% | $4,379-14.7% |
| Participant deferral / active EE | $4,707 | $6,350-25.9% | $5,630-16.4% | $6,730-30.1% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |