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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 | $36,331 | $183,592-80.2% | $155,574-76.6% | $145,877-75.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 18.15% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,139 | $5,317-59.8% | $4,676-54.2% | $4,663-54.1% |
| Participant deferral / active EE | $2,550 | $6,466-60.6% | $5,629-54.7% | $6,691-61.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |