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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 | $34,172 | $159,934-78.6% | $147,005-76.8% | $145,959-76.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.15% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,382 | $5,287-73.9% | $4,934-72.0% | $4,661-70.3% |
| Participant deferral / active EE | $5,017 | $8,427-40.5% | $8,070-37.8% | $6,689-25.0% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |