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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 | $100,282 | $134,817-25.6% | $123,973-19.1% | $155,188-35.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 18.01% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,279 | $4,425-48.5% | $4,126-44.8% | $4,248-46.4% |
| Participant deferral / active EE | $5,717 | $5,706+0.2% | $5,247+9.0% | $6,531-12.5% |
| Admin fee / account holder | $286 | $13,245-97.8% | $11,799-97.6% | $14,480-98.0% |