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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 | $201,344-68.6% | $184,243-65.7% | $145,877-56.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 16.80% | 29.01%-12.2pp | 28.82%-12.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,136 | $7,022-69.6% | $6,427-66.8% | $4,663-54.2% |
| Participant deferral / active EE | $6,764 | $9,807-31.0% | $9,132-25.9% | $6,691+1.1% |
| Admin fee / account holder | $155 | $16,382-99.1% | $13,914-98.9% | $13,402-98.8% |