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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 | $148,623-57.2% | $135,974-53.2% | $139,466-54.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 110.86% | 79.30%+31.6pp | 68.30%+42.6pp | 373.66%-262.8pp |
| Employer contribution / active EE | $1,852 | $5,246-64.7% | $4,859-61.9% | $4,754-61.0% |
| Participant deferral / active EE | $5,921 | $8,103-26.9% | $7,760-23.7% | $6,712-11.8% |
| Admin fee / account holder | $282 | $12,406-97.7% | $10,767-97.4% | $11,409-97.5% |