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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 | $63,256 | $201,370-68.6% | $184,256-65.7% | $145,897-56.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 16.80% | 29.05%-12.3pp | 28.85%-12.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,136 | $7,024-69.6% | $6,427-66.8% | $4,663-54.2% |
| Participant deferral / active EE | $6,764 | $9,808-31.0% | $9,133-25.9% | $6,689+1.1% |
| Admin fee / account holder | $155 | $16,364-99.1% | $13,899-98.9% | $13,390-98.8% |