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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 | $49,567 | $165,381-70.0% | $149,730-66.9% | $158,966-68.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.20% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.7pp |
| Employer contribution / active EE | $2,362 | $5,104-53.7% | $4,645-49.1% | $4,762-50.4% |
| Participant deferral / active EE | $13,620 | $7,182+89.6% | $6,843+99.0% | $5,983+127.6% |
| Admin fee / account holder | $188 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |