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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 | $39,189 | $183,539-78.6% | $155,556-74.8% | $145,897-73.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.86% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,556 | $5,315-14.3% | $4,675-2.6% | $4,663-2.3% |
| Participant deferral / active EE | $2,785 | $6,467-56.9% | $5,631-50.5% | $6,689-58.4% |
| Admin fee / account holder | $32 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |