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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 | $21,795 | $185,312-88.2% | $161,489-86.5% | $154,746-85.9% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 20.37% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,322 | $4,769-51.3% | $4,268-45.6% | $4,379-47.0% |
| Participant deferral / active EE | $7,885 | $6,350+24.2% | $5,630+40.1% | $6,730+17.2% |
| Admin fee / account holder | $72 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |