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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 | $104,348 | $165,381-36.9% | $149,730-30.3% | $158,966-34.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.44% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.5pp |
| Employer contribution / active EE | $4,970 | $5,104-2.6% | $4,645+7.0% | $4,762+4.3% |
| Participant deferral / active EE | $14,659 | $7,182+104.1% | $6,843+114.2% | $5,983+145.0% |
| Admin fee / account holder | $289 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |