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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 | $116,205 | $117,444-1.1% | $99,479+16.8% | $152,909-24.0% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.5%-65.8pp |
| Annual return | 21.66% | 31.87%-10.2pp | 30.72%-9.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,280 | $3,014-57.5% | $2,540-49.6% | $4,764-73.1% |
| Participant deferral / active EE | $3,167 | $4,086-22.5% | $3,619-12.5% | $5,851-45.9% |
| Admin fee / account holder | $20 | $7,635-99.7% | $6,253-99.7% | $11,601-99.8% |