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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 | $181,062-67.2% | $158,223-62.5% | $155,188-61.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 19.71% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,508 | $4,565-67.0% | $4,109-63.3% | $4,248-64.5% |
| Participant deferral / active EE | $5,875 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $18 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |