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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 | $227,399-49.7% | $189,758-39.7% | $198,609-42.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 24.71% | 61.03%-36.3pp | 52.62%-27.9pp | 202.70%-178.0pp |
| Employer contribution / active EE | $2,330 | $5,526-57.8% | $4,767-51.1% | $5,055-53.9% |
| Participant deferral / active EE | $3,455 | $6,837-49.5% | $5,856-41.0% | $6,977-50.5% |
| Admin fee / account holder | $256 | $25,162-99.0% | $20,388-98.7% | $19,030-98.7% |