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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 | $54,996 | $183,592-70.0% | $155,574-64.6% | $145,877-62.3% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 10.03% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,833 | $5,317-65.5% | $4,676-60.8% | $4,663-60.7% |
| Participant deferral / active EE | $3,252 | $6,466-49.7% | $5,629-42.2% | $6,691-51.4% |
| Admin fee / account holder | $37 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |