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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 | $57,624 | $115,810-50.2% | $101,271-43.1% | $158,966-63.8% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 14.67% | 56.15%-41.5pp | 46.48%-31.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,014 | $4,175-51.8% | $3,660-45.0% | $4,762-57.7% |
| Participant deferral / active EE | $3,580 | $4,958-27.8% | $4,371-18.1% | $5,983-40.2% |
| Admin fee / account holder | $59 | $7,248-99.2% | $5,948-99.0% | $11,250-99.5% |