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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 | $54,170 | $165,399-67.2% | $149,745-63.8% | $158,982-65.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 26.34% | 348.34%-322.0pp | 276.72%-250.4pp | 302.99%-276.7pp |
| Employer contribution / active EE | $2,642 | $5,105-48.2% | $4,646-43.1% | $4,763-44.5% |
| Participant deferral / active EE | $5,633 | $7,183-21.6% | $6,843-17.7% | $5,983-5.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |