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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 | $181,062-46.2% | $158,223-38.4% | $155,188-37.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 15.04% | 57.39%-42.3pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,787 | $4,565-60.8% | $4,109-56.5% | $4,248-57.9% |
| Participant deferral / active EE | $5,913 | $6,134-3.6% | $5,467+8.2% | $6,531-9.5% |
| Admin fee / account holder | $43 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |