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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 | $84,126 | $172,111-51.1% | $150,298-44.0% | $137,256-38.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.59% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,028 | $4,636-77.8% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $15,202 | $6,166+146.6% | $5,453+178.8% | $6,407+137.3% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |