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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 | $181,062-67.9% | $158,223-63.2% | $155,188-62.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 30.05% | 57.39%-27.3pp | 52.09%-22.0pp | 148.84%-118.8pp |
| Employer contribution / active EE | $3,300 | $4,565-27.7% | $4,109-19.7% | $4,248-22.3% |
| Participant deferral / active EE | $7,242 | $6,134+18.1% | $5,467+32.5% | $6,531+10.9% |
| Admin fee / account holder | $104 | $18,825-99.4% | $16,047-99.4% | $14,480-99.3% |