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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 | $36,677 | $156,398-76.5% | $147,318-75.1% | $138,895-73.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 23.25% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.1pp |
| Employer contribution / active EE | $2,655 | $4,853-45.3% | $4,593-42.2% | $4,194-36.7% |
| Participant deferral / active EE | $5,697 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |