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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 | $111,178 | $157,829-29.6% | $136,867-18.8% | $198,609-44.0% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 12.40% | 51.25%-38.8pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $4,979 | $3,923+26.9% | $3,547+40.4% | $5,055-1.5% |
| Participant deferral / active EE | $5,460 | $5,463-0.1% | $4,924+10.9% | $6,977-21.7% |
| Admin fee / account holder | $25 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |