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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 | $52,585 | $141,004-62.7% | $112,273-53.2% | $139,466-62.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 33.85% | 32.75%+1.1pp | 30.23%+3.6pp | 373.66%-339.8pp |
| Employer contribution / active EE | $4,542 | $4,285+6.0% | $3,431+32.4% | $4,754-4.5% |
| Participant deferral / active EE | $5,529 | $5,878-5.9% | $4,800+15.2% | $6,712-17.6% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |