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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 | $57,249 | $183,516-68.8% | $155,534-63.2% | $145,884-60.8% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 14.67% | 61.43%-46.8pp | 64.92%-50.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,675-70.1% | $4,662-70.0% |
| Participant deferral / active EE | $3,370 | $6,467-47.9% | $5,630-40.1% | $6,690-49.6% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |