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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 | $104,978 | $196,972-46.7% | $182,262-42.4% | $198,609-47.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.09% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $3,425 | $5,364-36.1% | $5,046-32.1% | $5,055-32.3% |
| Participant deferral / active EE | $15,667 | $8,643+81.3% | $8,276+89.3% | $6,977+124.6% |
| Admin fee / account holder | $221 | $18,429-98.8% | $16,712-98.7% | $19,030-98.8% |