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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 | $110,080 | $178,174-38.2% | $156,181-29.5% | $137,256-19.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 14.16% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,451 | $4,972-70.8% | $4,294-66.2% | $4,156-65.1% |
| Participant deferral / active EE | $3,062 | $6,888-55.5% | $6,132-50.1% | $6,407-52.2% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |