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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 | $117,775 | $227,399-48.2% | $189,758-37.9% | $198,609-40.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 16.10% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $2,282 | $5,526-58.7% | $4,767-52.1% | $5,055-54.9% |
| Participant deferral / active EE | $4,247 | $6,837-37.9% | $5,856-27.5% | $6,977-39.1% |
| Admin fee / account holder | $70 | $25,162-99.7% | $20,388-99.7% | $19,030-99.6% |