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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 | $110,250 | $168,635-34.6% | $147,617-25.3% | $125,389-12.1% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | 1.30% | 77.65%-76.3pp | 61.98%-60.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $7,449 | $6,252+19.1% | $5,564+33.9% | $4,866+53.1% |
| Participant deferral / active EE | $4,027 | $5,507-26.9% | $4,895-17.7% | $5,352-24.7% |
| Admin fee / account holder | $163 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |