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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 | $47,660 | $209,336-77.2% | $197,124-75.8% | $137,256-65.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.16% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,165 | $6,591-52.0% | $6,227-49.2% | $4,156-23.8% |
| Participant deferral / active EE | $4,056 | $9,614-57.8% | $9,135-55.6% | $6,407-36.7% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |