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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 | $154,228-65.3% | $145,433-63.2% | $137,256-61.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 22.61% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $10,063 | $4,804+109.5% | $4,554+120.9% | $4,156+142.1% |
| Participant deferral / active EE | $4,429 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |