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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 | $174,379-70.8% | $152,093-66.5% | $138,895-63.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.79% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,892 | $4,652-59.3% | $4,175-54.7% | $4,194-54.9% |
| Participant deferral / active EE | $2,681 | $6,159-56.5% | $5,451-50.8% | $6,396-58.1% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |