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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 | $114,119-22.7% | $107,187-17.7% | $138,895-36.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 17.76% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $970 | $4,059-76.1% | $3,782-74.4% | $4,194-76.9% |
| Participant deferral / active EE | $2,600 | $5,538-53.0% | $5,096-49.0% | $6,396-59.4% |
| Admin fee / account holder | $45 | $10,024-99.6% | $9,162-99.5% | $12,562-99.6% |