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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 | $115,664 | $165,381-30.1% | $149,730-22.8% | $158,966-27.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.49% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.5pp |
| Employer contribution / active EE | $2,793 | $5,104-45.3% | $4,645-39.9% | $4,762-41.4% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |