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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 | $77,667 | $160,040-51.5% | $147,096-47.2% | $145,877-46.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.53% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $4,405 | $5,289-16.7% | $4,936-10.8% | $4,663-5.5% |
| Participant deferral / active EE | $4,257 | $8,429-49.5% | $8,071-47.3% | $6,691-36.4% |
| Admin fee / account holder | $104 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |