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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 | $44,313 | $172,111-74.3% | $150,298-70.5% | $137,256-67.7% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 18.10% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,750 | $4,636-62.3% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $5,202 | $6,166-15.6% | $5,453-4.6% | $6,407-18.8% |
| Admin fee / account holder | $86 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |