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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 | $57,325 | $157,304-63.6% | $141,197-59.4% | $152,909-62.5% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 23.70% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,639 | $5,263-68.9% | $4,736-65.4% | $4,764-65.6% |
| Participant deferral / active EE | $5,244 | $7,111-26.3% | $6,710-21.9% | $5,851-10.4% |
| Admin fee / account holder | $19 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |