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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 | $34,558 | $185,312-81.4% | $161,489-78.6% | $154,746-77.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 39.21% | 103.84%-64.6pp | 89.72%-50.5pp | 172.34%-133.1pp |
| Employer contribution / active EE | $1,757 | $4,769-63.2% | $4,268-58.8% | $4,379-59.9% |
| Participant deferral / active EE | $7,284 | $6,350+14.7% | $5,630+29.4% | $6,730+8.2% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |