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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 | $59,869 | $165,399-63.8% | $149,745-60.0% | $158,982-62.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 15.29% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,698 | $5,105-47.1% | $4,646-41.9% | $4,763-43.4% |
| Participant deferral / active EE | $3,597 | $7,183-49.9% | $6,843-47.4% | $5,983-39.9% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |