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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 | $159,978-16.3% | $147,041-8.9% | $145,978-8.3% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 17.19% | 98.36%-81.2pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $1,483 | $5,288-72.0% | $4,935-69.9% | $4,662-68.2% |
| Participant deferral / active EE | $6,079 | $8,429-27.9% | $8,071-24.7% | $6,690-9.1% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |