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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 | $80,272 | $107,941-25.6% | $91,994-12.7% | $152,897-47.5% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.5%-53.9pp |
| Annual return | 22.14% | 89.28%-67.1pp | 69.04%-46.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $668 | $4,212-84.1% | $3,453-80.7% | $4,764-86.0% |
| Participant deferral / active EE | $8,357 | $6,366+31.3% | $5,924+41.1% | $5,851+42.8% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,744-99.7% | $11,599-99.8% |