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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 | $150,616 | $208,088-27.6% | $186,193-19.1% | $154,746-2.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 17.40% | 89.97%-72.6pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $994 | $4,340-77.1% | $3,918-74.6% | $4,379-77.3% |
| Participant deferral / active EE | $5,767 | $7,078-18.5% | $6,513-11.5% | $6,730-14.3% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |