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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 | $183,539-70.0% | $155,556-64.6% | $145,897-62.3% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,833 | $5,315-65.5% | $4,675-60.8% | $4,663-60.7% |
| Participant deferral / active EE | $3,252 | $6,467-49.7% | $5,631-42.3% | $6,689-51.4% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |