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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 | $181,062-87.3% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 34.16% | 57.39%-23.2pp | 52.09%-17.9pp | 148.84%-114.7pp |
| Employer contribution / active EE | $2,553 | $4,565-44.1% | $4,109-37.9% | $4,248-39.9% |
| Participant deferral / active EE | $4,990 | $6,134-18.7% | $5,467-8.7% | $6,531-23.6% |
| Admin fee / account holder | $36 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |