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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 | $37,073 | $213,785-82.7% | $185,441-80.0% | $155,188-76.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 19.47% | 19.97%-0.5pp | 20.16%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,470 | $5,393-54.2% | $4,672-47.1% | $4,248-41.9% |
| Participant deferral / active EE | $2,470 | $6,864-64.0% | $6,152-59.8% | $6,531-62.2% |
| Admin fee / account holder | $31 | $21,134-99.9% | $17,890-99.8% | $14,480-99.8% |