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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 | $43,729 | $165,399-73.6% | $149,745-70.8% | $158,982-72.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 14.28% | 348.34%-334.1pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $6,727 | $5,105+31.8% | $4,646+44.8% | $4,763+41.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |