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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 | $227,399-74.5% | $189,758-69.4% | $198,609-70.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 19.07% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $8,168 | $5,526+47.8% | $4,767+71.4% | $5,055+61.6% |
| Participant deferral / active EE | $3,875 | $6,837-43.3% | $5,856-33.8% | $6,977-44.5% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |