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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 | $104,326 | $139,948-25.5% | $121,663-14.2% | $154,746-32.6% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 18.39% | 230.52%-212.1pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,240 | $3,521-36.4% | $3,020-25.8% | $4,379-48.8% |
| Participant deferral / active EE | $7,520 | $5,629+33.6% | $4,887+53.9% | $6,730+11.7% |
| Admin fee / account holder | $20 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |