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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 | $62,251 | $165,399-62.4% | $149,745-58.4% | $158,982-60.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.68% | 348.34%-330.7pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,045 | $5,105-79.5% | $4,646-77.5% | $4,763-78.1% |
| Participant deferral / active EE | $10,145 | $7,183+41.2% | $6,843+48.2% | $5,983+69.5% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |