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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 | $54,980 | $201,370-72.7% | $184,256-70.2% | $145,897-62.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.77% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,981 | $7,024-57.6% | $6,427-53.6% | $4,663-36.1% |
| Participant deferral / active EE | $4,576 | $9,808-53.3% | $9,133-49.9% | $6,689-31.6% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |