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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 | $162,136-68.8% | $152,301-66.7% | $154,746-67.3% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 46.04% | 91.02%-45.0pp | 80.50%-34.5pp | 172.34%-126.3pp |
| Employer contribution / active EE | $2,093 | $4,890-57.2% | $4,624-54.7% | $4,379-52.2% |
| Participant deferral / active EE | $5,196 | $8,341-37.7% | $8,004-35.1% | $6,730-22.8% |
| Admin fee / account holder | $156 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |