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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 | $70,102 | $180,459-61.2% | $154,108-54.5% | $135,380-48.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 3.65% | 888.21%-884.6pp | 735.21%-731.6pp | 519.81%-516.2pp |
| Employer contribution / active EE | $2,517 | $6,035-58.3% | $5,298-52.5% | $4,779-47.3% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |