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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 | $160,040-69.3% | $147,096-66.6% | $145,877-66.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 16.93% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $6,807 | $5,289+28.7% | $4,936+37.9% | $4,663+46.0% |
| Participant deferral / active EE | $7,125 | $8,429-15.5% | $8,071-11.7% | $6,691+6.5% |
| Admin fee / account holder | $34 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |