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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 | $118,945 | $183,592-35.2% | $155,574-23.5% | $145,877-18.5% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.23% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,113 | $5,317-60.3% | $4,676-54.8% | $4,663-54.7% |
| Participant deferral / active EE | $5,011 | $6,466-22.5% | $5,629-11.0% | $6,691-25.1% |
| Admin fee / account holder | $66 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |