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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 | $126,172 | $169,237-25.4% | $129,339-2.4% | $145,978-13.6% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.6%-24.2pp | 80.3%-34.8pp |
| Annual return | 12.97% | 14364.43%-14351.5pp | 9437.05%-9424.1pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,807 | $5,540-49.3% | $4,154-32.4% | $4,662-39.8% |
| Participant deferral / active EE | $6,054 | $4,991+21.3% | $4,170+45.2% | $6,690-9.5% |
| Admin fee / account holder | $18 | $9,882-99.8% | $7,668-99.8% | $13,400-99.9% |