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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 | $45,971 | $172,111-73.3% | $150,298-69.4% | $137,256-66.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 21.21% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,696 | $4,636-41.8% | $4,154-35.1% | $4,156-35.1% |
| Participant deferral / active EE | $8,591 | $6,166+39.3% | $5,453+57.6% | $6,407+34.1% |
| Admin fee / account holder | $201 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |