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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 | $52,326 | $183,516-71.5% | $155,534-66.4% | $145,884-64.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.75% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,012 | $5,315-62.1% | $4,675-57.0% | $4,662-56.8% |
| Participant deferral / active EE | $9,461 | $6,467+46.3% | $5,630+68.0% | $6,690+41.4% |
| Admin fee / account holder | $8 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |