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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 | $88,303 | $157,270-43.9% | $141,173-37.5% | $152,870-42.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 21.19% | 64.33%-43.1pp | 71.40%-50.2pp | 345.34%-324.2pp |
| Employer contribution / active EE | $1,963 | $5,261-62.7% | $4,735-58.5% | $4,763-58.8% |
| Participant deferral / active EE | $5,096 | $7,110-28.3% | $6,710-24.1% | $5,850-12.9% |
| Admin fee / account holder | $45 | $12,121-99.6% | $10,262-99.6% | $11,597-99.6% |