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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 | $114,471 | $185,312-38.2% | $161,489-29.1% | $154,746-26.0% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 24.71% | 103.84%-79.1pp | 89.72%-65.0pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,330 | $4,769-51.1% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $3,455 | $6,350-45.6% | $5,630-38.6% | $6,730-48.7% |
| Admin fee / account holder | $256 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |