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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 | $127,351 | $160,040-20.4% | $147,096-13.4% | $145,877-12.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.71% | 98.49%-82.8pp | 419.75%-404.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,215 | $5,289-58.1% | $4,936-55.1% | $4,663-52.5% |
| Participant deferral / active EE | $3,535 | $8,429-58.1% | $8,071-56.2% | $6,691-47.2% |
| Admin fee / account holder | $1 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |