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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 | $43,584 | $180,459-75.8% | $154,108-71.7% | $135,380-67.8% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | 2.41% | 888.21%-885.8pp | 735.21%-732.8pp | 519.81%-517.4pp |
| Employer contribution / active EE | $1,506 | $6,035-75.0% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $6,960 | $5,806+19.9% | $5,081+37.0% | $5,609+24.1% |
| Admin fee / account holder | $33 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |