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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 | $45,663 | $132,634-65.6% | $115,768-60.6% | $137,256-66.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 15.79% | 160.70%-144.9pp | 100.46%-84.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,851 | $3,360-44.9% | $2,940-37.1% | $4,156-55.5% |
| Participant deferral / active EE | $3,701 | $5,619-34.1% | $4,917-24.7% | $6,407-42.2% |
| Admin fee / account holder | $94 | $15,028-99.4% | $12,439-99.2% | $12,270-99.2% |