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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 | $97,391 | $227,399-57.2% | $189,758-48.7% | $198,609-51.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 15.04% | 61.03%-46.0pp | 52.62%-37.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,787 | $5,526-67.7% | $4,767-62.5% | $5,055-64.6% |
| Participant deferral / active EE | $5,913 | $6,837-13.5% | $5,856+1.0% | $6,977-15.3% |
| Admin fee / account holder | $43 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |