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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 | $37,420 | $108,942-65.7% | $100,415-62.7% | $145,897-74.4% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.68% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,325 | $4,422-24.8% | $3,943-15.7% | $4,663-28.7% |
| Participant deferral / active EE | $5,875 | $8,461-30.6% | $8,091-27.4% | $6,689-12.2% |
| Admin fee / account holder | $201 | $9,702-97.9% | $7,906-97.5% | $13,390-98.5% |