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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 | $58,672 | $157,296-62.7% | $141,191-58.4% | $152,897-61.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 25.34% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $2,272 | $5,262-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $4,663 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $220 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |