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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 | $174,379-57.9% | $152,093-51.7% | $138,895-47.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.35% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,541 | $4,652-45.4% | $4,175-39.1% | $4,194-39.4% |
| Participant deferral / active EE | $12,016 | $6,159+95.1% | $5,451+120.4% | $6,396+87.9% |
| Admin fee / account holder | $202 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |