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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 | $68,363 | $166,268-58.9% | $165,100-58.6% | $145,897-53.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 16.61% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,503 | $5,284-71.6% | $4,348-65.4% | $4,663-67.8% |
| Participant deferral / active EE | $6,943 | $6,964-0.3% | $6,035+15.0% | $6,689+3.8% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |