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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 | $103,777 | $185,312-44.0% | $161,489-35.7% | $154,746-32.9% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 19.25% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,814 | $4,769-62.0% | $4,268-57.5% | $4,379-58.6% |
| Participant deferral / active EE | $6,580 | $6,350+3.6% | $5,630+16.9% | $6,730-2.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |