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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 | $62,937 | $197,625-68.2% | $177,840-64.6% | $158,966-60.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 19.58% | 58.76%-39.2pp | 48.32%-28.7pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,694 | $6,698-59.8% | $5,919-54.5% | $4,762-43.4% |
| Participant deferral / active EE | $4,960 | $8,405-41.0% | $7,714-35.7% | $5,983-17.1% |
| Admin fee / account holder | $2 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |