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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 | $37,920 | $183,516-79.3% | $155,534-75.6% | $145,884-74.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.41% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $5,172 | $5,315-2.7% | $4,675+10.6% | $4,662+10.9% |
| Participant deferral / active EE | $7,915 | $6,467+22.4% | $5,630+40.6% | $6,690+18.3% |
| Admin fee / account holder | $41 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |