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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 | $69,151 | $172,111-59.8% | $150,298-54.0% | $137,256-49.6% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 25.18% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,300 | $4,636-50.4% | $4,154-44.6% | $4,156-44.7% |
| Participant deferral / active EE | $3,917 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |