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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 | $108,922-65.6% | $100,398-62.7% | $145,978-74.4% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.68% | 58.04%-44.4pp | 49.32%-35.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,325 | $4,426-24.9% | $3,946-15.7% | $4,662-28.7% |
| Participant deferral / active EE | $5,875 | $8,450-30.5% | $8,084-27.3% | $6,690-12.2% |
| Admin fee / account holder | $201 | $9,680-97.9% | $7,893-97.5% | $13,400-98.5% |