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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 | $58,028 | $172,111-66.3% | $150,298-61.4% | $137,256-57.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 19.07% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $8,168 | $4,636+76.2% | $4,154+96.6% | $4,156+96.5% |
| Participant deferral / active EE | $3,875 | $6,166-37.2% | $5,453-28.9% | $6,407-39.5% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |