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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 | $59,410 | $174,379-65.9% | $152,093-60.9% | $138,895-57.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 19.71% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,508 | $4,652-67.6% | $4,175-63.9% | $4,194-64.0% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $18 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |