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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 | $50,619 | $93,589-45.9% | $135,942-62.8% | $75,181-32.7% |
| Participation rate | 65.1% | 75.2%-10.1pp | 81.9%-16.8pp | 67.2%-2.1pp |
| Annual return | 30.08% | 30.90%-0.8pp | 68.28%-38.2pp | 160.69%-130.6pp |
| Employer contribution / active EE | $2,736 | $3,537-22.6% | $4,858-43.7% | $2,671+2.5% |
| Participant deferral / active EE | $8,362 | $6,405+30.5% | $7,759+7.8% | $4,126+102.7% |
| Admin fee / account holder | $4 | $6,977-99.9% | $10,764-100.0% | $5,650-99.9% |