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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 | $47,669 | $183,516-74.0% | $155,534-69.4% | $145,884-67.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 22.78% | 61.43%-38.6pp | 64.92%-42.1pp | 551.85%-529.1pp |
| Employer contribution / active EE | $2,167 | $5,315-59.2% | $4,675-53.6% | $4,662-53.5% |
| Participant deferral / active EE | $4,262 | $6,467-34.1% | $5,630-24.3% | $6,690-36.3% |
| Admin fee / account holder | $25 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |