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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 | $47,418 | $165,381-71.3% | $149,730-68.3% | $158,966-70.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 21.78% | 348.29%-326.5pp | 276.70%-254.9pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,690 | $5,104-66.9% | $4,645-63.6% | $4,762-64.5% |
| Participant deferral / active EE | $8,220 | $7,182+14.4% | $6,843+20.1% | $5,983+37.4% |
| Admin fee / account holder | $246 | $10,809-97.7% | $9,310-97.4% | $11,250-97.8% |