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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 | $73,456 | $227,399-67.7% | $189,758-61.3% | $198,609-63.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.35% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,541 | $5,526-54.0% | $4,767-46.7% | $5,055-49.7% |
| Participant deferral / active EE | $12,016 | $6,837+75.7% | $5,856+105.2% | $6,977+72.2% |
| Admin fee / account holder | $202 | $25,162-99.2% | $20,388-99.0% | $19,030-98.9% |