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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 | $54,744 | $148,629-63.2% | $135,982-59.7% | $139,487-60.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 31.06% | 79.33%-48.3pp | 68.32%-37.3pp | 373.84%-342.8pp |
| Employer contribution / active EE | $2,413 | $5,247-54.0% | $4,859-50.3% | $4,755-49.3% |
| Participant deferral / active EE | $6,278 | $8,102-22.5% | $7,760-19.1% | $6,713-6.5% |
| Admin fee / account holder | $196 | $12,406-98.4% | $10,767-98.2% | $11,407-98.3% |