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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 | $56,167 | $148,623-62.2% | $135,974-58.7% | $139,466-59.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 19.80% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,024 | $5,246-61.4% | $4,859-58.3% | $4,754-57.4% |
| Participant deferral / active EE | $6,939 | $8,103-14.4% | $7,760-10.6% | $6,712+3.4% |
| Admin fee / account holder | $290 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |