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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 | $166,131-58.9% | $164,975-58.6% | $145,877-53.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 16.61% | 100.37%-83.8pp | 70.12%-53.5pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,503 | $5,276-71.5% | $4,343-65.4% | $4,663-67.8% |
| Participant deferral / active EE | $6,943 | $6,962-0.3% | $6,033+15.1% | $6,691+3.8% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |