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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 | $110,701 | $227,399-51.3% | $189,758-41.7% | $198,609-44.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 20.06% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,233 | $5,526-59.6% | $4,767-53.2% | $5,055-55.8% |
| Participant deferral / active EE | $7,831 | $6,837+14.5% | $5,856+33.7% | $6,977+12.2% |
| Admin fee / account holder | $13 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |