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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 | $116,261 | $148,629-21.8% | $135,982-14.5% | $139,487-16.7% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 16.14% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,830 | $5,247-46.1% | $4,859-41.8% | $4,755-40.5% |
| Participant deferral / active EE | $7,939 | $8,102-2.0% | $7,760+2.3% | $6,713+18.3% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,407-99.6% |