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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 | $62,388 | $185,312-66.3% | $161,489-61.4% | $154,746-59.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 23.84% | 103.84%-80.0pp | 89.72%-65.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,494 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $27,022 | $6,350+325.6% | $5,630+380.0% | $6,730+301.5% |
| Admin fee / account holder | $93 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |