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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 | $95,248 | $125,193-23.9% | $105,591-9.8% | $145,978-34.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.51% | 225.53%-211.0pp | 116.43%-101.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,873 | $3,718-49.6% | $3,166-40.8% | $4,662-59.8% |
| Participant deferral / active EE | $14,667 | $5,708+157.0% | $5,008+192.8% | $6,690+119.2% |
| Admin fee / account holder | $30 | $17,277-99.8% | $11,024-99.7% | $13,400-99.8% |