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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 | $54,848 | $174,379-68.5% | $152,093-63.9% | $138,895-60.5% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 21.97% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,033 | $4,652-56.3% | $4,175-51.3% | $4,194-51.5% |
| Participant deferral / active EE | $3,932 | $6,159-36.2% | $5,451-27.9% | $6,396-38.5% |
| Admin fee / account holder | $41 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |