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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 | $185,312-70.4% | $161,489-66.0% | $154,746-64.6% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 21.97% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,033 | $4,769-57.4% | $4,268-52.4% | $4,379-53.6% |
| Participant deferral / active EE | $3,932 | $6,350-38.1% | $5,630-30.2% | $6,730-41.6% |
| Admin fee / account holder | $41 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |