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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 | $20,631 | $138,114-85.1% | $125,391-83.5% | $134,545-84.7% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | 4.10% | 750.88%-746.8pp | 572.41%-568.3pp | 418.37%-414.3pp |
| Employer contribution / active EE | $2,877 | $5,246-45.2% | $4,816-40.3% | $4,742-39.3% |
| Participant deferral / active EE | $5,136 | $7,801-34.2% | $7,448-31.0% | $6,401-19.8% |
| Admin fee / account holder | $54 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |