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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 | $69,080 | $176,794-60.9% | $146,647-52.9% | $167,553-58.8% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 18.49% | 24.04%-5.5pp | 22.75%-4.3pp | 478.89%-460.4pp |
| Employer contribution / active EE | $1,704 | $5,161-67.0% | $4,137-58.8% | $4,840-64.8% |
| Participant deferral / active EE | $6,536 | $6,440+1.5% | $5,506+18.7% | $6,343+3.0% |
| Admin fee / account holder | $18 | $13,262-99.9% | $10,281-99.8% | $12,316-99.9% |