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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 | $86,029 | $115,225-25.3% | $100,712-14.6% | $138,895-38.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 19.65% | 40.35%-20.7pp | 33.27%-13.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,333 | $2,771-51.9% | $2,313-42.4% | $4,194-68.2% |
| Participant deferral / active EE | $2,218 | $4,699-52.8% | $4,085-45.7% | $6,396-65.3% |
| Admin fee / account holder | $10 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |