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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 | $42,704 | $160,040-73.3% | $147,096-71.0% | $145,877-70.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,395 | $5,289-73.6% | $4,936-71.7% | $4,663-70.1% |
| Participant deferral / active EE | $5,306 | $8,429-37.1% | $8,071-34.3% | $6,691-20.7% |
| Admin fee / account holder | $217 | $15,050-98.6% | $13,005-98.3% | $13,402-98.4% |