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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 | $88,165 | $134,817-34.6% | $123,973-28.9% | $155,188-43.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 17.76% | 515.49%-497.7pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $970 | $4,425-78.1% | $4,126-76.5% | $4,248-77.2% |
| Participant deferral / active EE | $2,600 | $5,706-54.4% | $5,247-50.4% | $6,531-60.2% |
| Admin fee / account holder | $45 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |