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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 | $50,925 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.79% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,892 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $2,681 | $6,166-56.5% | $5,453-50.8% | $6,407-58.2% |
| Admin fee / account holder | $2 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |