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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 | $39,191 | $183,592-78.7% | $155,574-74.8% | $145,877-73.1% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 13.94% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,801 | $5,317-66.1% | $4,676-61.5% | $4,663-61.4% |
| Participant deferral / active EE | $3,434 | $6,466-46.9% | $5,629-39.0% | $6,691-48.7% |
| Admin fee / account holder | $32 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |