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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 | $223,823-78.7% | $211,142-77.4% | $154,746-69.2% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 20.16% | 50.39%-30.2pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,165 | $6,787-53.4% | $6,442-50.9% | $4,379-27.7% |
| Participant deferral / active EE | $4,056 | $9,750-58.4% | $9,284-56.3% | $6,730-39.7% |
| Admin fee / account holder | $17 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |