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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 | $97,125-16.6% | $86,233-6.1% | $137,256-41.0% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 21.22% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,385 | $2,841-51.3% | $2,504-44.7% | $4,156-66.7% |
| Participant deferral / active EE | $8,585 | $5,180+65.7% | $4,559+88.3% | $6,407+34.0% |
| Admin fee / account holder | $22 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |