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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 | $63,651 | $148,582-57.2% | $135,942-53.2% | $139,456-54.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 110.86% | 79.26%+31.6pp | 68.28%+42.6pp | 373.45%-262.6pp |
| Employer contribution / active EE | $1,852 | $5,245-64.7% | $4,858-61.9% | $4,753-61.0% |
| Participant deferral / active EE | $5,921 | $8,101-26.9% | $7,759-23.7% | $6,711-11.8% |
| Admin fee / account holder | $282 | $12,402-97.7% | $10,764-97.4% | $11,407-97.5% |