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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 | $23,059 | $172,111-86.6% | $150,298-84.7% | $137,256-83.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 34.16% | 69.37%-35.2pp | 62.79%-28.6pp | 220.34%-186.2pp |
| Employer contribution / active EE | $2,553 | $4,636-44.9% | $4,154-38.5% | $4,156-38.6% |
| Participant deferral / active EE | $4,990 | $6,166-19.1% | $5,453-8.5% | $6,407-22.1% |
| Admin fee / account holder | $36 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |