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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 | $76,524 | $166,131-53.9% | $164,975-53.6% | $145,877-47.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.67% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,081 | $5,276-41.6% | $4,343-29.1% | $4,663-33.9% |
| Participant deferral / active EE | $5,881 | $6,962-15.5% | $6,033-2.5% | $6,691-12.1% |
| Admin fee / account holder | $112 | $16,648-99.3% | $12,688-99.1% | $13,402-99.2% |