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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 | $169,161-25.4% | $129,295-2.4% | $145,959-13.6% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.6%-24.2pp | 80.3%-34.8pp |
| Annual return | 12.97% | 14348.07%-14335.1pp | 9429.28%-9416.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,807 | $5,543-49.4% | $4,157-32.5% | $4,661-39.8% |
| Participant deferral / active EE | $6,054 | $4,989+21.3% | $4,169+45.2% | $6,689-9.5% |
| Admin fee / account holder | $18 | $9,878-99.8% | $7,665-99.8% | $13,398-99.9% |