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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 | $54,053 | $103,387-47.7% | $87,102-37.9% | $152,885-64.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 23.90% | 28.10%-4.2pp | 28.19%-4.3pp | 345.39%-321.5pp |
| Employer contribution / active EE | $3,445 | $3,221+6.9% | $2,521+36.6% | $4,763-27.7% |
| Participant deferral / active EE | $6,006 | $4,778+25.7% | $4,048+48.4% | $5,851+2.7% |
| Admin fee / account holder | $163 | $12,193-98.7% | $7,491-97.8% | $11,598-98.6% |