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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 | $113,878 | $157,304-27.6% | $141,197-19.3% | $152,909-25.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.27% | 64.34%-44.1pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,450 | $5,263-72.5% | $4,736-69.4% | $4,764-69.6% |
| Participant deferral / active EE | $2,608 | $7,111-63.3% | $6,710-61.1% | $5,851-55.4% |
| Admin fee / account holder | $265 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |