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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 | $35,998 | $165,381-78.2% | $149,730-76.0% | $158,966-77.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.77% | 348.29%-324.5pp | 276.70%-252.9pp | 302.95%-279.2pp |
| Employer contribution / active EE | $2,565 | $5,104-49.7% | $4,645-44.8% | $4,762-46.1% |
| Participant deferral / active EE | $8,252 | $7,182+14.9% | $6,843+20.6% | $5,983+37.9% |
| Admin fee / account holder | $175 | $10,809-98.4% | $9,310-98.1% | $11,250-98.4% |