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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 | $114,119-12.1% | $107,187-6.4% | $138,895-27.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.01% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,279 | $4,059-43.9% | $3,782-39.8% | $4,194-45.7% |
| Participant deferral / active EE | $5,717 | $5,538+3.2% | $5,096+12.2% | $6,396-10.6% |
| Admin fee / account holder | $286 | $10,024-97.1% | $9,162-96.9% | $12,562-97.7% |