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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 | $56,603 | $115,917-51.2% | $100,535-43.7% | $158,982-64.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 35.60% | 34.80%+0.8pp | 30.90%+4.7pp | 302.99%-267.4pp |
| Employer contribution / active EE | $2,507 | $4,105-38.9% | $3,419-26.7% | $4,763-47.4% |
| Participant deferral / active EE | $6,267 | $6,677-6.1% | $6,271-0.1% | $5,983+4.7% |
| Admin fee / account holder | $15 | $11,002-99.9% | $8,085-99.8% | $11,252-99.9% |