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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 | $84,461 | $157,829-46.5% | $136,867-38.3% | $198,609-57.5% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 19.24% | 51.25%-32.0pp | 42.97%-23.7pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,498 | $3,923-61.8% | $3,547-57.8% | $5,055-70.4% |
| Participant deferral / active EE | $7,243 | $5,463+32.6% | $4,924+47.1% | $6,977+3.8% |
| Admin fee / account holder | $278 | $11,107-97.5% | $10,340-97.3% | $19,030-98.5% |