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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 | $71,310 | $166,242-57.1% | $165,071-56.8% | $145,884-51.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 15.91% | 100.44%-84.5pp | 70.17%-54.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,269 | $5,283-57.1% | $4,347-47.8% | $4,662-51.3% |
| Participant deferral / active EE | $4,929 | $6,964-29.2% | $6,035-18.3% | $6,690-26.3% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |