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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 | $85,789 | $148,623-42.3% | $135,974-36.9% | $139,466-38.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.77% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,194 | $5,246-58.2% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $5,102 | $8,103-37.0% | $7,760-34.3% | $6,712-24.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |