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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 | $102,727 | $172,111-40.3% | $150,298-31.7% | $137,256-25.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 19.34% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,512 | $4,636-67.4% | $4,154-63.6% | $4,156-63.6% |
| Participant deferral / active EE | $5,380 | $6,166-12.7% | $5,453-1.3% | $6,407-16.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |