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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 | $99,079 | $165,361-40.1% | $149,715-33.8% | $158,950-37.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.27% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,178 | $5,103-76.9% | $4,645-74.6% | $4,762-75.3% |
| Participant deferral / active EE | $10,306 | $7,182+43.5% | $6,842+50.6% | $5,983+72.3% |
| Admin fee / account holder | $73 | $10,808-99.3% | $9,310-99.2% | $11,248-99.3% |