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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 | $110,098 | $275,752-60.1% | $256,809-57.1% | $198,609-44.6% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 12.70% | 34.81%-22.1pp | 32.73%-20.0pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,715 | $7,721-64.8% | $7,263-62.6% | $5,055-46.3% |
| Participant deferral / active EE | $5,035 | $10,037-49.8% | $9,520-47.1% | $6,977-27.8% |
| Admin fee / account holder | $262 | $25,716-99.0% | $25,146-99.0% | $19,030-98.6% |