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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 | $57,010 | $183,516-68.9% | $155,534-63.3% | $145,884-60.9% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 14.21% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,668 | $5,315-68.6% | $4,675-64.3% | $4,662-64.2% |
| Participant deferral / active EE | $2,903 | $6,467-55.1% | $5,630-48.4% | $6,690-56.6% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |