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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 | $35,099 | $160,028-78.1% | $147,080-76.1% | $145,884-75.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.05% | 98.60%-83.6pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,340 | $5,286-74.7% | $4,933-72.8% | $4,662-71.3% |
| Participant deferral / active EE | $4,750 | $8,422-43.6% | $8,066-41.1% | $6,690-29.0% |
| Admin fee / account holder | $184 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |