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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 | $53,453 | $162,136-67.0% | $152,301-64.9% | $154,746-65.5% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 22.61% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $10,063 | $4,890+105.8% | $4,624+117.6% | $4,379+129.8% |
| Participant deferral / active EE | $4,429 | $8,341-46.9% | $8,004-44.7% | $6,730-34.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |