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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 | $81,622 | $160,028-49.0% | $147,080-44.5% | $145,884-44.1% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.2%-38.7pp | 80.3%-36.8pp |
| Annual return | 23.45% | 98.60%-75.1pp | 420.17%-396.7pp | 551.85%-528.4pp |
| Employer contribution / active EE | $2,548 | $5,286-51.8% | $4,933-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $4,340 | $8,422-48.5% | $8,066-46.2% | $6,690-35.1% |
| Admin fee / account holder | $16 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |