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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 | $85,524 | $157,296-45.6% | $141,191-39.4% | $152,897-44.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 15.98% | 64.34%-48.4pp | 71.41%-55.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $2,957 | $5,262-43.8% | $4,736-37.6% | $4,764-37.9% |
| Participant deferral / active EE | $8,820 | $7,111+24.0% | $6,710+31.4% | $5,851+50.7% |
| Admin fee / account holder | $76 | $12,125-99.4% | $10,264-99.3% | $11,599-99.3% |