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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 | $166,242-54.0% | $165,071-53.6% | $145,884-47.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.67% | 100.44%-87.8pp | 70.17%-57.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,081 | $5,283-41.7% | $4,347-29.1% | $4,662-33.9% |
| Participant deferral / active EE | $5,881 | $6,964-15.6% | $6,035-2.6% | $6,690-12.1% |
| Admin fee / account holder | $112 | $16,658-99.3% | $12,695-99.1% | $13,392-99.2% |