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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 | $80,963 | $108,882-25.6% | $96,754-16.3% | $154,746-47.7% |
| Participation rate | 54.5% | 75.1%-20.5pp | 70.3%-15.7pp | 80.7%-26.2pp |
| Annual return | 21.22% | 98.39%-77.2pp | 82.04%-60.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,385 | $3,018-54.1% | $2,679-48.3% | $4,379-68.4% |
| Participant deferral / active EE | $8,585 | $5,323+61.3% | $4,758+80.4% | $6,730+27.6% |
| Admin fee / account holder | $22 | $10,200-99.8% | $8,905-99.8% | $14,365-99.8% |