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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 | $122,143 | $196,972-38.0% | $182,262-33.0% | $198,609-38.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 21.64% | 158.27%-136.6pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $3,643 | $5,364-32.1% | $5,046-27.8% | $5,055-27.9% |
| Participant deferral / active EE | $10,857 | $8,643+25.6% | $8,276+31.2% | $6,977+55.6% |
| Admin fee / account holder | $248 | $18,429-98.7% | $16,712-98.5% | $19,030-98.7% |