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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 | $52,635 | $211,239-75.1% | $178,528-70.5% | $145,877-63.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.01% | 30.22%-14.2pp | 27.11%-11.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,896 | $4,570-36.6% | $3,950-26.7% | $4,663-37.9% |
| Participant deferral / active EE | $3,120 | $6,963-55.2% | $6,278-50.3% | $6,691-53.4% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |