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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 | $58,169 | $174,379-66.6% | $152,093-61.8% | $138,895-58.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 30.05% | 74.86%-44.8pp | 66.36%-36.3pp | 145.39%-115.3pp |
| Employer contribution / active EE | $3,300 | $4,652-29.1% | $4,175-21.0% | $4,194-21.3% |
| Participant deferral / active EE | $7,242 | $6,159+17.6% | $5,451+32.8% | $6,396+13.2% |
| Admin fee / account holder | $104 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |