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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 | $183,516-80.2% | $155,534-76.6% | $145,884-75.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 18.15% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,139 | $5,315-59.7% | $4,675-54.2% | $4,662-54.1% |
| Participant deferral / active EE | $2,550 | $6,467-60.6% | $5,630-54.7% | $6,690-61.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |