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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 | $67,043 | $197,637-66.1% | $177,848-62.3% | $158,982-57.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 28.53% | 58.77%-30.2pp | 48.33%-19.8pp | 302.99%-274.5pp |
| Employer contribution / active EE | $1,672 | $6,698-75.0% | $5,919-71.8% | $4,763-64.9% |
| Participant deferral / active EE | $7,078 | $8,405-15.8% | $7,714-8.2% | $5,983+18.3% |
| Admin fee / account holder | $245 | $15,406-98.4% | $12,431-98.0% | $11,252-97.8% |