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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 | $50,658 | $156,398-67.6% | $147,318-65.6% | $138,895-63.5% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 79.9%-20.8pp |
| Annual return | 46.04% | 78.75%-32.7pp | 70.43%-24.4pp | 145.39%-99.4pp |
| Employer contribution / active EE | $2,093 | $4,853-56.9% | $4,593-54.4% | $4,194-50.1% |
| Participant deferral / active EE | $5,196 | $8,237-36.9% | $7,906-34.3% | $6,396-18.8% |
| Admin fee / account holder | $156 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |