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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 | $35,776 | $111,535-67.9% | $105,223-66.0% | $137,256-73.9% |
| Participation rate | 9.1% | 78.1%-69.0pp | 75.0%-66.0pp | 80.0%-70.9pp |
| Annual return | 13.18% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,180 | $3,939+6.1% | $3,689+13.3% | $4,156+0.6% |
| Participant deferral / active EE | $4,011 | $5,500-27.1% | $5,072-20.9% | $6,407-37.4% |
| Admin fee / account holder | $236 | $9,721-97.6% | $8,859-97.3% | $12,270-98.1% |