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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 | $61,782 | $114,013-45.8% | $103,693-40.4% | $155,188-60.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 16.47% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,952 | $3,131+26.2% | $2,920+35.3% | $4,248-7.0% |
| Participant deferral / active EE | $7,053 | $4,970+41.9% | $4,579+54.0% | $6,531+8.0% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |