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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 | $74,668 | $162,812-54.1% | $133,971-44.3% | $158,966-53.0% |
| Participation rate | 14.3% | 83.2%-68.9pp | 79.8%-65.6pp | 82.0%-67.7pp |
| Annual return | 5.64% | 41.94%-36.3pp | 45.09%-39.5pp | 302.95%-297.3pp |
| Employer contribution / active EE | $2,356 | $4,976-52.6% | $3,919-39.9% | $4,762-50.5% |
| Participant deferral / active EE | $4,033 | $5,910-31.8% | $5,047-20.1% | $5,983-32.6% |
| Admin fee / account holder | $58 | $11,741-99.5% | $8,929-99.3% | $11,250-99.5% |