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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 | $57,938 | $201,344-71.2% | $184,243-68.6% | $145,877-60.3% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 21.22% | 29.01%-7.8pp | 28.82%-7.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,066 | $7,022-70.6% | $6,427-67.9% | $4,663-55.7% |
| Participant deferral / active EE | $6,128 | $9,807-37.5% | $9,132-32.9% | $6,691-8.4% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |