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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 | $54,978 | $211,224-74.0% | $178,505-69.2% | $145,897-62.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.37% | 30.28%-14.9pp | 27.16%-11.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,043 | $4,577-33.5% | $3,955-23.1% | $4,663-34.7% |
| Participant deferral / active EE | $14,520 | $6,966+108.5% | $6,280+131.2% | $6,689+117.1% |
| Admin fee / account holder | $87 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |