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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 | $25,030 | $172,111-85.5% | $150,298-83.3% | $137,256-81.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.85% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,309 | $4,636-50.2% | $4,154-44.4% | $4,156-44.4% |
| Participant deferral / active EE | $6,077 | $6,166-1.4% | $5,453+11.4% | $6,407-5.2% |
| Admin fee / account holder | $55 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |