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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 | $123,739 | $172,111-28.1% | $150,298-17.7% | $137,256-9.8% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 31.75% | 69.37%-37.6pp | 62.79%-31.0pp | 220.34%-188.6pp |
| Employer contribution / active EE | $915 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $3,538 | $6,166-42.6% | $5,453-35.1% | $6,407-44.8% |
| Admin fee / account holder | $92 | $16,471-99.4% | $14,116-99.4% | $12,270-99.3% |