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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 | $58,702 | $166,089-64.7% | $164,928-64.4% | $145,978-59.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.46% | 100.26%-90.8pp | 70.08%-60.6pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,955 | $5,276-62.9% | $4,343-55.0% | $4,662-58.1% |
| Participant deferral / active EE | $2,532 | $6,961-63.6% | $6,034-58.0% | $6,690-62.1% |
| Admin fee / account holder | $172 | $16,641-99.0% | $12,684-98.6% | $13,400-98.7% |