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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 | $56,553 | $156,398-63.8% | $147,318-61.6% | $138,895-59.3% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 21.85% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,751 | $4,853-63.9% | $4,593-61.9% | $4,194-58.3% |
| Participant deferral / active EE | $2,789 | $8,237-66.1% | $7,906-64.7% | $6,396-56.4% |
| Admin fee / account holder | $254 | $14,976-98.3% | $13,708-98.1% | $12,562-98.0% |