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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 | $116,016 | $172,111-32.6% | $150,298-22.8% | $137,256-15.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.41% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,366 | $4,636-49.0% | $4,154-43.0% | $4,156-43.1% |
| Participant deferral / active EE | $9,980 | $6,166+61.9% | $5,453+83.0% | $6,407+55.8% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |