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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 | $81,840 | $139,948-41.5% | $121,663-32.7% | $154,746-47.1% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 17.56% | 230.52%-213.0pp | 147.54%-130.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,370 | $3,521-32.7% | $3,020-21.5% | $4,379-45.9% |
| Participant deferral / active EE | $5,766 | $5,629+2.4% | $4,887+18.0% | $6,730-14.3% |
| Admin fee / account holder | $10 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |