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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 | $183,627-35.2% | $155,602-23.6% | $145,978-18.5% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.23% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,113 | $5,316-60.3% | $4,675-54.8% | $4,662-54.7% |
| Participant deferral / active EE | $5,011 | $6,466-22.5% | $5,629-11.0% | $6,690-25.1% |
| Admin fee / account holder | $66 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |