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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 | $67,253 | $178,174-62.3% | $156,181-56.9% | $137,256-51.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 22.62% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,846 | $4,972-62.9% | $4,294-57.0% | $4,156-55.6% |
| Participant deferral / active EE | $5,317 | $6,888-22.8% | $6,132-13.3% | $6,407-17.0% |
| Admin fee / account holder | $29 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |