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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 | $52,240 | $196,972-73.5% | $182,262-71.3% | $198,609-73.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 25.55% | 158.27%-132.7pp | 140.60%-115.1pp | 202.70%-177.2pp |
| Employer contribution / active EE | $2,900 | $5,364-45.9% | $5,046-42.5% | $5,055-42.6% |
| Participant deferral / active EE | $6,788 | $8,643-21.5% | $8,276-18.0% | $6,977-2.7% |
| Admin fee / account holder | $50 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |