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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 | $56,686 | $97,289-41.7% | $92,805-38.9% | $155,188-63.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 14.64% | 29.03%-14.4pp | 31.59%-17.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,952 | $3,632-18.7% | $3,424-13.8% | $4,248-30.5% |
| Participant deferral / active EE | $16,323 | $8,795+85.6% | $8,448+93.2% | $6,531+149.9% |
| Admin fee / account holder | $152 | $12,015-98.7% | $10,911-98.6% | $14,480-99.0% |