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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 | $115,312 | $166,242-30.6% | $165,071-30.1% | $145,884-21.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.61% | 100.44%-79.8pp | 70.17%-49.6pp | 551.85%-531.2pp |
| Employer contribution / active EE | $3,327 | $5,283-37.0% | $4,347-23.5% | $4,662-28.6% |
| Participant deferral / active EE | $7,078 | $6,964+1.6% | $6,035+17.3% | $6,690+5.8% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |