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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 | $49,148 | $160,070-69.3% | $147,117-66.6% | $145,897-66.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 16.93% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $6,807 | $5,285+28.8% | $4,932+38.0% | $4,663+46.0% |
| Participant deferral / active EE | $7,125 | $8,419-15.4% | $8,065-11.6% | $6,689+6.5% |
| Admin fee / account holder | $34 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |