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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 | $54,876 | $106,524-48.5% | $152,301-64.0% | $87,485-37.3% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.4%-12.9pp | 68.9%+0.6pp |
| Annual return | 40.93% | 26.89%+14.0pp | 80.50%-39.6pp | 26.06%+14.9pp |
| Employer contribution / active EE | $1,957 | $3,371-41.9% | $4,624-57.7% | $2,596-24.6% |
| Participant deferral / active EE | $5,561 | $6,525-14.8% | $8,004-30.5% | $4,274+30.1% |
| Admin fee / account holder | $62 | $8,287-99.2% | $14,398-99.6% | $7,775-99.2% |