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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 | $54,106 | $148,623-63.6% | $135,974-60.2% | $139,466-61.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.99% | 79.30%-53.3pp | 68.30%-42.3pp | 373.66%-347.7pp |
| Employer contribution / active EE | $4,200 | $5,246-19.9% | $4,859-13.6% | $4,754-11.7% |
| Participant deferral / active EE | $9,240 | $8,103+14.0% | $7,760+19.1% | $6,712+37.7% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |