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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 | $90,155 | $162,136-44.4% | $152,301-40.8% | $154,746-41.7% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 20.29% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,073 | $4,890-78.1% | $4,624-76.8% | $4,379-75.5% |
| Participant deferral / active EE | $4,675 | $8,341-44.0% | $8,004-41.6% | $6,730-30.5% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |