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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 | $53,719 | $228,395-76.5% | $185,861-71.1% | $158,982-66.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 20.56% | 40.82%-20.3pp | 35.96%-15.4pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,404 | $4,968-71.7% | $4,088-65.6% | $4,763-70.5% |
| Participant deferral / active EE | $3,525 | $6,417-45.1% | $5,634-37.4% | $5,983-41.1% |
| Admin fee / account holder | $33 | $11,869-99.7% | $9,503-99.6% | $11,252-99.7% |