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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 | $55,840 | $183,539-69.6% | $155,556-64.1% | $145,897-61.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.82% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,472 | $5,315-72.3% | $4,675-68.5% | $4,663-68.4% |
| Participant deferral / active EE | $15,830 | $6,467+144.8% | $5,631+181.1% | $6,689+136.6% |
| Admin fee / account holder | $23 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |