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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 | $63,086 | $112,892-44.1% | $90,956-30.6% | $158,931-60.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.8pp |
| Annual return | 19.89% | 215.80%-195.9pp | 134.60%-114.7pp | 302.86%-283.0pp |
| Employer contribution / active EE | $1,895 | $2,893-34.5% | $2,122-10.7% | $4,761-60.2% |
| Participant deferral / active EE | $5,510 | $4,127+33.5% | $3,373+63.4% | $5,982-7.9% |
| Admin fee / account holder | $273 | $8,042-96.6% | $5,959-95.4% | $11,247-97.6% |