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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 | $50,947 | $178,174-71.4% | $156,181-67.4% | $137,256-62.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 19.34% | 84.19%-64.9pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,034 | $4,972-59.1% | $4,294-52.6% | $4,156-51.1% |
| Participant deferral / active EE | $3,563 | $6,888-48.3% | $6,132-41.9% | $6,407-44.4% |
| Admin fee / account holder | $235 | $17,404-98.6% | $14,586-98.4% | $12,270-98.1% |