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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 | $50,057 | $160,028-68.7% | $147,080-66.0% | $145,884-65.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 24.48% | 98.60%-74.1pp | 420.17%-395.7pp | 551.85%-527.4pp |
| Employer contribution / active EE | $1,520 | $5,286-71.2% | $4,933-69.2% | $4,662-67.4% |
| Participant deferral / active EE | $5,124 | $8,422-39.2% | $8,066-36.5% | $6,690-23.4% |
| Admin fee / account holder | $39 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |