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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 | $80,627 | $156,398-48.4% | $147,318-45.3% | $138,895-42.0% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 19.41% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,635 | $4,853-45.7% | $4,593-42.6% | $4,194-37.2% |
| Participant deferral / active EE | $5,310 | $8,237-35.5% | $7,906-32.8% | $6,396-17.0% |
| Admin fee / account holder | $85 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |