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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 | $51,741 | $152,460-66.1% | $118,746-56.4% | $147,586-64.9% |
| Participation rate | 69.2% | 82.3%-13.0pp | 78.3%-9.0pp | 82.8%-13.6pp |
| Annual return | 17.01% | 17.41%-0.4pp | 24.54%-7.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,388 | $5,046-32.9% | $4,193-19.2% | $4,876-30.5% |
| Participant deferral / active EE | $5,829 | $6,212-6.2% | $5,332+9.3% | $5,439+7.2% |
| Admin fee / account holder | $55 | $16,953-99.7% | $10,720-99.5% | $10,886-99.5% |