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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 | $36,844 | $197,637-81.4% | $177,848-79.3% | $158,982-76.8% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.7%-26.2pp | 82.0%-20.4pp |
| Annual return | 17.33% | 58.77%-41.4pp | 48.33%-31.0pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,670 | $6,698-75.1% | $5,919-71.8% | $4,763-64.9% |
| Participant deferral / active EE | $3,270 | $8,405-61.1% | $7,714-57.6% | $5,983-45.4% |
| Admin fee / account holder | $103 | $15,406-99.3% | $12,431-99.2% | $11,252-99.1% |