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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 | $51,359 | $165,399-68.9% | $149,745-65.7% | $158,982-67.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.24% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,002 | $5,105-60.8% | $4,646-56.9% | $4,763-58.0% |
| Participant deferral / active EE | $3,566 | $7,183-50.4% | $6,843-47.9% | $5,983-40.4% |
| Admin fee / account holder | $207 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |