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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 | $59,035 | $166,268-64.5% | $165,100-64.2% | $145,897-59.5% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 9.97% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,287 | $5,284-75.6% | $4,348-70.4% | $4,663-72.4% |
| Participant deferral / active EE | $2,221 | $6,964-68.1% | $6,035-63.2% | $6,689-66.8% |
| Admin fee / account holder | $42 | $16,659-99.7% | $12,696-99.7% | $13,390-99.7% |