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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 | $56,946 | $148,582-61.7% | $135,942-58.1% | $139,456-59.2% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 25.60% | 79.26%-53.7pp | 68.28%-42.7pp | 373.45%-347.9pp |
| Employer contribution / active EE | $2,579 | $5,245-50.8% | $4,858-46.9% | $4,753-45.7% |
| Participant deferral / active EE | $7,836 | $8,101-3.3% | $7,759+1.0% | $6,711+16.8% |
| Admin fee / account holder | $48 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |