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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 | $162,136-67.8% | $152,301-65.7% | $154,746-66.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 25.55% | 91.02%-65.5pp | 80.50%-55.0pp | 172.34%-146.8pp |
| Employer contribution / active EE | $2,900 | $4,890-40.7% | $4,624-37.3% | $4,379-33.8% |
| Participant deferral / active EE | $6,788 | $8,341-18.6% | $8,004-15.2% | $6,730+0.8% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |