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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 | $49,117 | $148,629-67.0% | $135,982-63.9% | $139,487-64.8% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 16.89% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $5,840 | $5,247+11.3% | $4,859+20.2% | $4,755+22.8% |
| Participant deferral / active EE | $3,431 | $8,102-57.7% | $7,760-55.8% | $6,713-48.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |