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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 | $199,109-44.7% | $173,730-36.6% | $154,746-28.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 14.16% | 20.02%-5.9pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,451 | $5,311-72.7% | $4,577-68.3% | $4,379-66.9% |
| Participant deferral / active EE | $3,062 | $7,113-56.9% | $6,326-51.6% | $6,730-54.5% |
| Admin fee / account holder | $19 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |