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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 | $133,927 | $160,028-16.3% | $147,080-8.9% | $145,884-8.2% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 17.19% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,483 | $5,286-71.9% | $4,933-69.9% | $4,662-68.2% |
| Participant deferral / active EE | $6,079 | $8,422-27.8% | $8,066-24.6% | $6,690-9.1% |
| Admin fee / account holder | $18 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |