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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 | $52,406 | $185,312-71.7% | $161,489-67.5% | $154,746-66.1% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 23.96% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,409 | $4,769-70.5% | $4,268-67.0% | $4,379-67.8% |
| Participant deferral / active EE | $4,525 | $6,350-28.7% | $5,630-19.6% | $6,730-32.8% |
| Admin fee / account holder | $18 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |