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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 | $211,288-74.0% | $178,540-69.2% | $145,884-62.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.37% | 30.27%-14.9pp | 27.15%-11.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,043 | $4,574-33.5% | $3,953-23.0% | $4,662-34.7% |
| Participant deferral / active EE | $14,520 | $6,967+108.4% | $6,281+131.2% | $6,690+117.1% |
| Admin fee / account holder | $87 | $12,105-99.3% | $10,424-99.2% | $13,392-99.4% |