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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 | $49,138 | $168,635-70.9% | $147,617-66.7% | $125,389-60.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 0.75% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,905 | $6,252-53.5% | $5,564-47.8% | $4,866-40.3% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |