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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 | $42,790 | $162,136-73.6% | $152,301-71.9% | $154,746-72.3% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 19.95% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,689 | $4,890-65.5% | $4,624-63.5% | $4,379-61.4% |
| Participant deferral / active EE | $5,890 | $8,341-29.4% | $8,004-26.4% | $6,730-12.5% |
| Admin fee / account holder | $176 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |