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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 | $68,025 | $55,889+21.7% | $76,119-10.6% | $80,935-16.0% |
| Participation rate | 25.9% | 62.1%-36.1pp | 69.1%-43.1pp | 67.7%-41.7pp |
| Annual return | 20.54% | 20.58%0pp | 361.25%-340.7pp | 35.66%-15.1pp |
| Employer contribution / active EE | $487 | $1,866-73.9% | $2,693-81.9% | $2,757-82.3% |
| Participant deferral / active EE | $3,542 | $3,051+16.1% | $4,259-16.8% | $4,299-17.6% |
| Admin fee / account holder | $19 | $5,241-99.6% | $6,421-99.7% | $6,924-99.7% |