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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 | $87,796 | $183,592-52.2% | $155,567-43.6% | $145,959-39.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.46% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,001 | $5,315-43.5% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $12,749 | $6,464+97.2% | $5,628+126.5% | $6,689+90.6% |
| Admin fee / account holder | $95 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |